Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 23.22% |
$4.57M - $5.32M
|
641K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
111K+ 5.43% |
$4.19M - $4.87M
|
2.15M
$85.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
104K+ 88.18% |
$3.94M - $4.58M
|
222K
$8.79M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
64.6K+ 115.87% |
$2.44M - $2.84M
|
120K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
58.1K+ 2.43% |
$2.2M - $2.56M
|
2.44M
$96.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 362.15% |
$1.88M - $2.19M
|
63.4K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1.67M - $1.95M
|
44.2K
$1.75M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
36.8KNew |
$1.39M - $1.62M
|
36.8K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30.6K+ 37.25% |
$1.16M - $1.35M
|
113K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
30.6K+ 24.5% |
$1.16M - $1.35M
|
155K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 1.61% |
$979K - $1.14M
|
1.63M
$64.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8K+ 46.35% |
$976K - $1.14M
|
81.4K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 1.76% |
$953K - $1.11M
|
1.45M
$57.5M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.3K+ 5.86% |
$845K - $982K
|
403K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 16.79% |
$817K - $950K
|
150K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.6K+ 4.5% |
$816K - $949K
|
501K
$19.8M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.4K+ 3.56% |
$697K - $811K
|
536K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 62.13% |
$675K - $785K
|
46.6K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.3K+ 1.54% |
$615K - $716K
|
1.07M
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.6KNew |
$590K - $686K
|
15.6K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 3.53% |
$589K - $686K
|
456K
$18.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13.9K+ 15.09% |
$526K - $612K
|
106K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$508K - $591K
|
13.4K
$531K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 5.12% |
$440K - $512K
|
239K
$9.45M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$430K - $500K
|
11.4K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
10.6K+ 3.1% |
$400K - $466K
|
352K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 2.43% |
$400K - $465K
|
446K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10.4K+ 17.85% |
$395K - $459K
|
68.9K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
10.1K+ 62.23% |
$382K - $444K
|
26.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.23K+ 12.89% |
$349K - $406K
|
80.8K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 4.37% |
$343K - $399K
|
216K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.83K+ 72.38% |
$334K - $388K
|
21K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.69K+ 2.84% |
$329K - $383K
|
314K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.52K+ 26.11% |
$322K - $375K
|
41.2K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.37K+ 8.18% |
$317K - $368K
|
111K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.89K+ 27.71% |
$299K - $347K
|
36.4K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.73K+ 4.17% |
$292K - $340K
|
193K
$7.63M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 2739.86% |
$286K - $333K
|
7.84K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.51KNew |
$284K - $331K
|
7.51K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.26K+ 54.86% |
$275K - $319K
|
20.5K
$811K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7.02KNew |
$265K - $309K
|
7.02K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7K+ 49.43% |
$265K - $308K
|
21.2K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.34K+ 0.4% |
$240K - $279K
|
1.61M
$63.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.33K+ 10.78% |
$239K - $278K
|
65K
$2.57M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.13KNew |
$232K - $270K
|
6.13K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$229K - $266K
|
6.05K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.92KNew |
$224K - $260K
|
5.92K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.9K+ 9.45% |
$223K - $260K
|
68.4K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.78K+ 22.55% |
$219K - $255K
|
31.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.71KNew |
$216K - $251K
|
5.71K
$226K
|