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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-173- 1.73% |
$6.58K - $7.28K
|
9.84K
$409K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 19.16% |
$6.58K - $7.28K
|
730
$30.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-132- 0.8% |
$5.02K - $5.55K
|
16.3K
$678K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127- 1.35% |
$4.83K - $5.34K
|
9.31K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124- 1.08% |
$4.72K - $5.22K
|
11.3K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 1.77% |
$4.68K - $5.17K
|
6.83K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-108- 1.72% |
$4.11K - $4.54K
|
6.18K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-108- 1.72% |
$4.11K - $4.54K
|
6.18K
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 10.81% |
$3.8K - $4.21K
|
825
$34.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-95- 0.36% |
$3.61K - $4K
|
26.4K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-87- 0.59% |
$3.31K - $3.66K
|
14.7K
$611K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-83- 0.88% |
$3.16K - $3.49K
|
9.3K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-80- 0.39% |
$3.04K - $3.36K
|
20.5K
$853K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-77- 1.33% |
$2.93K - $3.24K
|
5.73K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-75- 0.88% |
$2.85K - $3.15K
|
8.5K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 0.2% |
$1.9K - $2.1K
|
24.9K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.66% |
$1.9K - $2.1K
|
7.47K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.72% |
$1.79K - $1.98K
|
6.48K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$61.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 0.76% |
$1.48K - $1.64K
|
5.08K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-25- 0.27% |
$951 - $1.05K
|
9.31K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.25% |
$532 - $589
|
5.65K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 0.17% |
$380 - $421
|
5.97K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9- 0.07% |
$342 - $379
|
13.6K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-7- 0.04% |
$266 - $294
|
18.6K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.05% |
$228 - $252
|
12.8K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4- 0.02% |
$152 - $168
|
18.6K
$773K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 54.44% |
$540K - $584K
|
12.2K
$508K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.97KClosed |
$295K - $318K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.32K- 45.33% |
$86K - $92.9K
|
2.8K
$116K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.22K- 5.7% |
$82.1K - $88.7K
|
36.7K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-569- 5.52% |
$21K - $22.7K
|
9.74K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 4.03% |
$10.4K - $11.2K
|
6.68K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 7.65% |
$8.95K - $9.67K
|
2.92K
$121K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-227- 1.92% |
$8.4K - $9.07K
|
11.6K
$482K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-225- 45.92% |
$8.32K - $8.99K
|
265
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.39% |
$8.06K - $8.71K
|
3.83K
$159K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 81.97% |
$5.55K - $5.99K
|
33
$1.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-57- 98.28% |
$2.11K - $2.28K
|
1
$41.5
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-51- 1.03% |
$1.89K - $2.04K
|
4.9K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-40- 0.42% |
$1.48K - $1.6K
|
9.38K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24- 0.19% |
$888 - $959
|
12.8K
$530K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 0.24% |
$555 - $599
|
6.23K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.02% |
$37 - $40
|
4.23K
$176K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.2K- 74.79% |
$697K - $772K
|
6.47K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-12.2K- 44.85% |
$443K - $491K
|
15K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.77K- 47.51% |
$246K - $273K
|
7.48K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.09K- 15.47% |
$221K - $245K
|
33.3K
$1.38M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-299- 4.2% |
$10.9K - $12K
|
6.81K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 2.47% |
$8.76K - $9.71K
|
9.53K
$396K
|
|