Latest Institutional Purchases of Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
34
New
$1.14K - $1.41K
34 $1.51K
Jul 10, 2025 Q2 2025
Atticus Wealth Management, LLC

BUY
 -
20
+ 1.42%
$669 - $827
1.43K $63.3K
Jul 14, 2025 Q2 2025
Signature Securities Group Corporation

BUY
 -
19
+ 0.29%
$636 - $785
6.57K $291K
Aug 07, 2025 Q2 2025
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
12
+ 0.17%
$402 - $496
6.98K $309K
Jul 24, 2025 Q2 2025
Morton Brown Family Wealth, LLC

BUY
 -
11
+ 0.2%
$368 - $455
5.46K $242K
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
9
+ 3.72%
$301 - $372
251 $11.1K
Aug 05, 2025 Q2 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
5
+ 0.14%
$167 - $207
3.62K $160K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 24, 2025 Q1 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
44.2K
New
$1.67M - $1.95M
44.2K $1.96M
May 13, 2025 Q1 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
13.4K
New
$508K - $591K
13.4K $595K
May 15, 2025 Q1 2025
Caprock Group, Inc.

BUY
 -
5.71K
New
$216K - $251K
5.71K $253K
May 07, 2025 Q1 2025
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
2.74K
New
$104K - $121K
2.74K $121K
May 12, 2025 Q1 2025
South State Corp

BUY
 -
2.2K
New
$83.2K - $96.8K
2.2K $97.4K
Apr 29, 2025 Q1 2025
Financial Counselors Inc

BUY
 -
1.03K
+ 8.79%
$38.9K - $45.2K
12.7K $563K
Apr 23, 2025 Q1 2025
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
875
+ 42.07%
$33.1K - $38.5K
2.96K $131K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
849
New
$32.1K - $37.4K
849 $37.6K
Apr 24, 2025 Q1 2025
Capitol Family Office, Inc.

BUY
 -
605
New
$22.9K - $26.6K
605 $26.8K
May 06, 2025 Q1 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
403
New
$15.2K - $17.7K
403 $17.9K
May 01, 2025 Q1 2025
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
200
New
$7.57K - $8.8K
200 $8.86K
May 09, 2025 Q1 2025
Wade Financial Advisory, Inc

BUY
 -
118
+ 1.92%
$4.47K - $5.19K
6.28K $278K
May 09, 2025 Q1 2025
Wells Financial Advisors Inc

BUY
 -
100
+ 1.43%
$3.78K - $4.4K
7.09K $314K
May 09, 2025 Q1 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
93
+ 2.85%
$3.52K - $4.09K
3.36K $149K
May 22, 2025 Q1 2025
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
87
+ 11.48%
$3.29K - $3.83K
845 $37.4K
Apr 22, 2025 Q1 2025
Erts Wealth Advisors, LLC

BUY
 -
65
+ 0.67%
$2.46K - $2.86K
9.83K $435K
Apr 18, 2025 Q1 2025
Central Trust CO

Jefferson City, MO
BUY
 -
25
+ 16.13%
$946 - $1.1K
180 $7.97K
May 08, 2025 Q1 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
15
+ 4.3%
$568 - $660
364 $16.1K
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
1
New
$37.8 - $44
1 $44.3
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1
+ 3.03%
$37.8 - $44
34 $1.51K
Q4 2024
Jan 31, 2025 Q4 2024
Principal Financial Group Inc

Des Moines, IA
BUY
 -
75.5K
New
$3.1M - $3.47M
75.5K $3.35M
Feb 05, 2025 Q4 2024
Svb Wealth LLC

Boston, MA
BUY
 -
27.7K
New
$1.14M - $1.27M
27.7K $1.23M
Jan 29, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
10K
New
$411K - $460K
10K $443K
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
6.14K
New
$252K - $282K
6.14K $272K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.94K
New
$244K - $273K
5.94K $263K
Feb 10, 2025 Q4 2024
Ascent Capital Management, LLC

Bend, OR
BUY
 -
5.03K
New
$207K - $231K
5.03K $223K
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
5K
New
$205K - $230K
5K $222K
Feb 04, 2025 Q4 2024
Johnson Financial Group, LLC

Denver, CO
BUY
 -
4.06K
+ 55.12%
$167K - $186K
11.4K $506K
Feb 03, 2025 Q4 2024
Advantage Trust CO

Salina, KS
BUY
 -
1.29K
+ 206.59%
$52.8K - $59K
1.91K $84.5K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
1.1K
New
$45.2K - $50.5K
1.1K $48.7K
Jan 30, 2025 Q4 2024
Sierra Ocean, LLC

Ripon, CA
BUY
 -
1.02K
New
$41.8K - $46.7K
1.02K $45.1K
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
880
+ 26.62%
$36.2K - $40.4K
4.19K $185K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
584
New
$24K - $26.8K
584 $25.9K
Jan 17, 2025 Q4 2024
Goal Vest Advisory LLC

BUY
 -
425
+ 16.61%
$17.5K - $19.5K
2.98K $132K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
378
+ 6.69%
$15.5K - $17.4K
6.03K $267K
Jan 30, 2025 Q4 2024
Highland Financial Advisors, LLC

BUY
 -
329
+ 5.54%
$13.5K - $15.1K
6.27K $278K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
265
New
$10.9K - $12.2K
265 $11.7K
Jan 17, 2025 Q4 2024
Johnson Bixby & Associates, LLC

BUY
 -
235
+ 3.35%
$9.66K - $10.8K
7.24K $321K
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
198
New
$8.14K - $9.1K
198 $8.77K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
181
New
$7.44K - $8.32K
181 $8.02K
Jan 15, 2025 Q4 2024
Grant

BUY
 -
126
+ 1.72%
$5.18K - $5.79K
7.44K $330K

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