Latest Institutional Purchases of Ishares Esg Aware Msci Usa Sma (ESML)
This list provides information on the latest institutional transactions involving Ishares Esg Aware Msci Usa Sma (ESML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 79.88% |
$166K - $183K
|
9.03K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4K+ 20.0% |
$165K - $183K
|
24K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.98K+ 98.54% |
$164K - $182K
|
8.02K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.14K+ 2.64% |
$130K - $143K
|
122K
$5.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.01K+ 6.36% |
$124K - $137K
|
50.3K
$2.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.93K+ 57.06% |
$121K - $134K
|
8.07K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.89KNew |
$119K - $132K
|
2.89K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.82K+ 3.17% |
$117K - $129K
|
92K
$4.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.76K+ 6.24% |
$114K - $126K
|
47K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.74K+ 8.68% |
$113K - $125K
|
34.3K
$1.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.69K+ 16.41% |
$111K - $123K
|
19.1K
$845K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 4.41% |
$105K - $115K
|
59.9K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 2.03% |
$100K - $111K
|
122K
$5.39M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.35K+ 1.63% |
$97.1K - $107K
|
146K
$6.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.17K+ 1.54% |
$89.7K - $99K
|
143K
$6.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.17K+ 25.7% |
$89.5K - $98.8K
|
10.6K
$469K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.04KNew |
$84.4K - $93.2K
|
2.04K
$90.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.03K+ 25.28% |
$84K - $92.8K
|
10.1K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.01K+ 23.46% |
$83.1K - $91.8K
|
10.6K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 17.68% |
$78.2K - $86.4K
|
12.6K
$558K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.88K+ 17.13% |
$77.7K - $85.8K
|
12.9K
$570K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.84K+ 8.75% |
$76.1K - $84K
|
22.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 7.0% |
$74.3K - $82.1K
|
27.5K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.7KNew |
$70.3K - $77.7K
|
1.7K
$75.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$66.4K - $73.4K
|
1.61K
$71.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.49K+ 6.19% |
$61.8K - $68.2K
|
25.6K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.46K+ 5.87% |
$60.4K - $66.7K
|
26.4K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 15.67% |
$58.8K - $65K
|
10.5K
$465K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.39K+ 11.85% |
$57.6K - $63.6K
|
13.1K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.35K+ 1.86% |
$55.9K - $61.7K
|
73.9K
$3.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.34K+ 5.47% |
$55.6K - $61.4K
|
25.9K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.3K+ 11.2% |
$53.7K - $59.3K
|
12.9K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.15K+ 5.8% |
$47.7K - $52.6K
|
21K
$931K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
983+ 3.82% |
$40.6K - $44.9K
|
26.7K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
972+ 1.01% |
$40.2K - $44.4K
|
97.4K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
915+ 18.81% |
$37.8K - $41.8K
|
5.78K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
869+ 3.19% |
$35.9K - $39.7K
|
28.1K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
866+ 3.97% |
$35.8K - $39.5K
|
22.7K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
845+ 13.7% |
$34.9K - $38.6K
|
7.02K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
731+ 6.85% |
$30.2K - $33.4K
|
11.4K
$505K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
714+ 3.51% |
$29.5K - $32.6K
|
21.1K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
685+ 2.28% |
$28.3K - $31.3K
|
30.8K
$1.36M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
670+ 13.68% |
$27.7K - $30.6K
|
5.57K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
669+ 11.16% |
$27.7K - $30.5K
|
6.66K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
651+ 242.91% |
$26.9K - $29.7K
|
919
$40.7K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
636+ 4.54% |
$26.3K - $29K
|
14.7K
$649K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
631+ 10.19% |
$26.1K - $28.8K
|
6.82K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
625+ 8.69% |
$25.8K - $28.5K
|
7.82K
$346K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
616+ 12.7% |
$25.5K - $28.1K
|
5.47K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
545+ 13.33% |
$22.5K - $24.9K
|
4.64K
$205K
|
|