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
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
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
|
|
|
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 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$20.7K
|
|
|
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
|
|