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 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
|
|
|
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
|
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 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
|
|
|
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
|
|
|
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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 1.87% |
$16.5K - $18.3K
|
21.8K
$964K
|
|
|
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
|
|
|
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
|
|
|
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
|
|