Purchases and Sales Made in Q1 2022 in Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE MSCI USA SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
431K+ 3714.16% |
$15.3M - $17.6M
|
442K
$18.4M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
240K+ 13.25% |
$8.53M - $9.79M
|
2.05M
$85.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
130KNew |
$4.61M - $5.29M
|
130K
$5.39M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
130K+ 8.53% |
$4.61M - $5.29M
|
1.65M
$68.5M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
115K+ 1218.98% |
$4.09M - $4.7M
|
125K
$5.17M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 164.91% |
$3.58M - $4.11M
|
162K
$6.72M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.4K+ 106.74% |
$3.36M - $3.86M
|
183K
$7.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
86.3KNew |
$3.07M - $3.52M
|
86.3K
$3.58M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.5KNew |
$2.83M - $3.24M
|
79.5K
$3.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
76K+ 5.26% |
$2.7M - $3.1M
|
1.52M
$63.1M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.3K+ 24.87% |
$2.36M - $2.71M
|
333K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$2.3M - $2.64M
|
64.6K
$2.69M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
60.1K+ 397.31% |
$2.14M - $2.45M
|
75.2K
$3.12M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
55.6K+ 12.48% |
$1.98M - $2.27M
|
500K
$20.8M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
55.5K+ 43.18% |
$1.97M - $2.27M
|
184K
$7.64M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
52.3K+ 91.83% |
$1.86M - $2.14M
|
109K
$4.54M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
45.2K+ 22.33% |
$1.61M - $1.84M
|
247K
$10.3M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.3KNew |
$1.58M - $1.81M
|
44.3K
$1.84M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.9K+ 27.5% |
$1.53M - $1.75M
|
199K
$8.27M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.9K+ 10.26% |
$1.38M - $1.59M
|
418K
$17.4M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
35K+ 14.7% |
$1.24M - $1.43M
|
273K
$11.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
32.8K+ 15.93% |
$1.17M - $1.34M
|
238K
$9.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
31.5K+ 310.57% |
$1.12M - $1.29M
|
41.6K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2K+ 68.35% |
$1.11M - $1.27M
|
76.8K
$3.19M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28K+ 120.99% |
$996K - $1.14M
|
51.1K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.2K+ 12.62% |
$932K - $1.07M
|
234K
$9.71M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 0.52% |
$863K - $991K
|
4.67M
$194M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
23K+ 325.05% |
$818K - $939K
|
30.1K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.9K+ 194.35% |
$813K - $934K
|
34.6K
$1.44M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
20.9KNew |
$744K - $854K
|
20.9K
$869K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
20.1KNew |
$713K - $819K
|
20.1K
$833K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.7K+ 97.87% |
$664K - $763K
|
37.8K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 5.89% |
$652K - $748K
|
329K
$13.7M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17.1K+ 15.95% |
$610K - $700K
|
125K
$5.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
16.1K+ 11.57% |
$573K - $658K
|
155K
$6.46M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 3.39% |
$560K - $643K
|
479K
$19.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15.7K+ 93.37% |
$559K - $641K
|
32.5K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
14.2K+ 79.35% |
$506K - $581K
|
32.2K
$1.34M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14K+ 16.9% |
$497K - $570K
|
96.6K
$4.01M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.8K+ 49.73% |
$492K - $565K
|
41.6K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 7.97% |
$397K - $456K
|
151K
$6.28M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.5K+ 12.41% |
$372K - $427K
|
94.8K
$3.94M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.2K+ 15.49% |
$363K - $416K
|
76K
$3.16M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 7.91% |
$362K - $415K
|
139K
$5.77M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10K+ 9.64% |
$357K - $410K
|
114K
$4.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
9.96K+ 4.04% |
$354K - $407K
|
256K
$10.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
9.81KNew |
$349K - $400K
|
9.81K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.62K+ 58.75% |
$342K - $393K
|
26K
$1.08M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.62K+ 31.02% |
$342K - $393K
|
40.6K
$1.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.6K+ 93.44% |
$341K - $392K
|
19.9K
$826K
|