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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
544+ 3.33% |
$22.5K - $24.8K
|
16.9K
$748K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
536+ 7.1% |
$22.2K - $24.5K
|
8.09K
$358K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
523+ 7.97% |
$21.6K - $23.9K
|
7.09K
$314K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
511+ 2.54% |
$21.1K - $23.3K
|
20.6K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
504+ 8.01% |
$20.8K - $23K
|
6.8K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
496+ 6.03% |
$20.5K - $22.6K
|
8.73K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
488+ 3.77% |
$20.2K - $22.3K
|
13.4K
$596K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
485+ 0.43% |
$20K - $22.1K
|
115K
$5.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
420+ 1.02% |
$17.4K - $19.2K
|
41.7K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 1.87% |
$16.5K - $18.3K
|
21.8K
$964K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
344+ 2.25% |
$14.2K - $15.7K
|
15.6K
$692K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
344+ 5.3% |
$14.2K - $15.7K
|
6.83K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
330+ 5.68% |
$13.6K - $15.1K
|
6.14K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
316New |
$13.1K - $14.4K
|
316
$14K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
313+ 0.52% |
$12.9K - $14.3K
|
60.5K
$2.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.94% |
$12.9K - $14.3K
|
33.5K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
301+ 100.0% |
$12.4K - $13.7K
|
602
$26.7K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
275+ 1.21% |
$11.4K - $12.6K
|
23K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
267+ 1.07% |
$11K - $12.2K
|
25.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
254New |
$10.5K - $11.6K
|
254
$11.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
248+ 0.54% |
$10.3K - $11.3K
|
46.1K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 15.73% |
$9.34K - $10.3K
|
1.66K
$73.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
223+ 0.77% |
$9.22K - $10.2K
|
29.1K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
217+ 0.07% |
$8.97K - $9.91K
|
298K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201+ 54.92% |
$8.31K - $9.18K
|
567
$25.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 0.84% |
$8.27K - $9.13K
|
24K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
176+ 2.27% |
$7.28K - $8.03K
|
7.94K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
165+ 0.26% |
$6.82K - $7.53K
|
62.6K
$2.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
163+ 0.69% |
$6.74K - $7.44K
|
23.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
148New |
$6.12K - $6.76K
|
148
$6.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
146+ 2.08% |
$6.04K - $6.66K
|
7.17K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
133+ 0.75% |
$5.5K - $6.07K
|
17.9K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
112+ 33.94% |
$4.63K - $5.11K
|
442
$19.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
98+ 23.96% |
$4.05K - $4.47K
|
507
$22.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
95+ 0.87% |
$3.93K - $4.34K
|
11K
$488K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
89+ 6.99% |
$3.68K - $4.06K
|
1.36K
$60.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
85+ 1.19% |
$3.51K - $3.88K
|
7.24K
$321K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
83+ 0.14% |
$3.43K - $3.79K
|
58.3K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 0.22% |
$3.39K - $3.74K
|
36.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 1.43% |
$3.06K - $3.38K
|
5.26K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
74+ 1.43% |
$3.06K - $3.38K
|
5.26K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73+ 1.25% |
$3.02K - $3.33K
|
5.89K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
73New |
$3.02K - $3.33K
|
73
$3.23K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
72+ 1.47% |
$2.98K - $3.29K
|
4.97K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
70+ 7.87% |
$2.89K - $3.2K
|
960
$42.5K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.23% |
$2.6K - $2.88K
|
5.2K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
56+ 0.18% |
$2.32K - $2.56K
|
30.6K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
54+ 0.28% |
$2.23K - $2.47K
|
19.5K
$862K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 0.93% |
$1.74K - $1.92K
|
4.54K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 0.61% |
$1.69K - $1.87K
|
6.75K
$299K
|
|