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 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40New |
$1.65K - $1.83K
|
40
$1.77K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26New |
$1.07K - $1.19K
|
26
$1.15K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
24+ 0.14% |
$992 - $1.1K
|
17.2K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
23+ 0.66% |
$951 - $1.05K
|
3.52K
$156K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
22+ 0.32% |
$909 - $1K
|
6.96K
$308K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
21+ 0.29% |
$868 - $959
|
7.2K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
19+ 0.21% |
$785 - $867
|
9.05K
$401K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 54.84% |
$703 - $776
|
48
$2.13K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 0.27% |
$703 - $776
|
6.39K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.13% |
$620 - $685
|
11.5K
$509K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.25% |
$620 - $685
|
6.03K
$267K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13+ 0.21% |
$537 - $593
|
6.16K
$273K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.02% |
$455 - $502
|
45.6K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7New |
$289 - $320
|
7
$310
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.09% |
$289 - $320
|
7.47K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.34% |
$248 - $274
|
1.76K
$78K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$207 - $228
|
5
$222
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5New |
$207 - $228
|
5
$222
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4+ 0.06% |
$165 - $183
|
6.81K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$124 - $137
|
3
$133
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.16% |
$82.7 - $91.3
|
1.23K
$54.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.47% |
$82.7 - $91.3
|
428
$19K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.43% |
$82.7 - $91.3
|
467
$20.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$41.3 - $45.7
|
8.39K
$372K
|
|
| Q2 2025 | |||||||
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80K+ 10.0% |
$2.68M - $3.31M
|
880K
$39M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
26KNew |
$869K - $1.07M
|
26K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.6K+ 19.98% |
$389K - $480K
|
69.8K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.05KNew |
$303K - $374K
|
9.05K
$401K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.85K+ 1.94% |
$296K - $366K
|
465K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.23KNew |
$242K - $299K
|
7.23K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.51KNew |
$218K - $269K
|
6.51K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38KNew |
$180K - $222K
|
5.38K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.24K+ 21.8% |
$175K - $217K
|
29.3K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$167K - $207K
|
5K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.64K+ 2.26% |
$155K - $192K
|
210K
$9.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.53K+ 80.42% |
$151K - $187K
|
10.2K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 9.54% |
$75K - $92.6K
|
25.7K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11KNew |
$37.1K - $45.8K
|
1.11K
$49.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$111K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 4.96% |
$25.5K - $31.5K
|
16.1K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$20.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
379+ 2.34% |
$12.7K - $15.7K
|
16.6K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
155+ 0.92% |
$5.19K - $6.41K
|
17.1K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
126New |
$4.22K - $5.21K
|
126
$5.58K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 15.43% |
$2.84K - $3.51K
|
636
$28.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.68K - $3.31K
|
80
$3.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45+ 0.21% |
$1.51K - $1.86K
|
21.1K
$933K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
41New |
$1.37K - $1.69K
|
41
$1.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.2K - $1.49K
|
36
$1.59K
|
|