Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 33.06% |
$889K - $994K
|
43.8K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.2K- 22.3% |
$584K - $652K
|
49.5K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.61K- 11.48% |
$313K - $350K
|
58.7K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-5.26K- 11.78% |
$216K - $242K
|
39.4K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.91K- 9.71% |
$202K - $226K
|
45.7K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.35K- 5.91% |
$179K - $200K
|
69.2K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.13K- 37.23% |
$129K - $144K
|
5.28K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.85K- 4.75% |
$117K - $131K
|
57.1K
$2.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 9.25% |
$105K - $118K
|
25.1K
$1.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2K- 9.22% |
$82.2K - $91.9K
|
19.7K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.73K- 2.59% |
$71.3K - $79.7K
|
65.3K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.71K- 7.75% |
$70.2K - $78.5K
|
20.3K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.59K- 9.76% |
$65.4K - $73.1K
|
14.7K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.79% |
$62.4K - $69.7K
|
52.8K
$2.32M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-998- 8.43% |
$41K - $45.8K
|
10.8K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-993- 4.27% |
$40.8K - $45.6K
|
22.3K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-767- 1.69% |
$31.5K - $35.2K
|
44.6K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 0.85% |
$29.6K - $33.1K
|
84.3K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-713- 2.09% |
$29.3K - $32.8K
|
33.4K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-598- 3.27% |
$24.6K - $27.5K
|
17.7K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 7.15% |
$20.5K - $23K
|
6.49K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-500- 9.01% |
$20.5K - $23K
|
5.05K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-429- 0.88% |
$17.6K - $19.7K
|
48.4K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 57.14% |
$14.6K - $16.4K
|
267
$11.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315- 8.74% |
$12.9K - $14.5K
|
3.29K
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-291- 5.02% |
$12K - $13.4K
|
5.5K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-216- 0.61% |
$8.88K - $9.92K
|
35.4K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-200- 3.16% |
$8.22K - $9.19K
|
6.14K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.15% |
$8.01K - $8.96K
|
126K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 22.26% |
$7.85K - $8.77K
|
667
$29.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-118- 1.4% |
$4.85K - $5.42K
|
8.33K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.01% |
$4.73K - $5.28K
|
3.71K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-104- 1.2% |
$4.27K - $4.78K
|
8.59K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-89- 0.61% |
$3.66K - $4.09K
|
14.6K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.76% |
$3.08K - $3.45K
|
9.76K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.47% |
$1.19K - $1.33K
|
6.16K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-28- 0.45% |
$1.15K - $1.29K
|
6.16K
$270K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-17- 0.26% |
$699 - $781
|
6.63K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.2% |
$657 - $735
|
7.94K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.07% |
$288 - $322
|
9.37K
$411K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-219K- 12.11% |
$8.34M - $9.22M
|
1.59M
$69.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-129K- 33.67% |
$4.9M - $5.42M
|
254K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73.5K- 25.11% |
$2.79M - $3.09M
|
219K
$9.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 7.39% |
$1.13M - $1.25M
|
372K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25.5K- 1.26% |
$970K - $1.07M
|
2M
$87.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.4K- 3.32% |
$967K - $1.07M
|
741K
$32.5M
|
|