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 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32K+ 8.79% |
$201K - $234K
|
65.9K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.31K+ 10.05% |
$201K - $234K
|
58.1K
$2.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.27K+ 8.19% |
$199K - $232K
|
69.6K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4.94K+ 9.05% |
$187K - $217K
|
59.5K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.85KNew |
$184K - $213K
|
4.85K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.82K+ 2.91% |
$182K - $212K
|
171K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.56K+ 8.5% |
$173K - $201K
|
58.3K
$2.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.44K+ 7.75% |
$168K - $195K
|
61.6K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 14.42% |
$167K - $194K
|
35K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.92K+ 32.11% |
$148K - $172K
|
16.1K
$637K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.69K+ 18.13% |
$140K - $162K
|
24K
$951K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.59K+ 1.42% |
$136K - $158K
|
257K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.57K+ 61.13% |
$135K - $157K
|
9.4K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.06K+ 3.63% |
$116K - $135K
|
87.3K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.04K+ 39.16% |
$115K - $134K
|
10.8K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 4.68% |
$107K - $124K
|
63K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81K+ 100.0% |
$106K - $124K
|
5.63K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.79K+ 4.81% |
$106K - $123K
|
60.9K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.75K+ 10.77% |
$104K - $121K
|
28.2K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.74KNew |
$104K - $121K
|
2.74K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.68KNew |
$101K - $118K
|
2.68K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 1.32% |
$97.1K - $113K
|
198K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.56K+ 5.5% |
$96.9K - $113K
|
49.1K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.56K+ 11.3% |
$96.7K - $113K
|
25.2K
$996K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.54K+ 15.73% |
$96.3K - $112K
|
18.7K
$740K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 11.77% |
$95.8K - $112K
|
24.1K
$951K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.53K+ 26.94% |
$95.7K - $111K
|
11.9K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.53K+ 5.1% |
$95.6K - $111K
|
52.1K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 3.67% |
$94.9K - $110K
|
70.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 13.13% |
$94.6K - $110K
|
21.5K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.43K+ 3.52% |
$92.1K - $107K
|
71.7K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.36K+ 52.25% |
$89.3K - $104K
|
6.88K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.24K+ 28.64% |
$84.6K - $98.4K
|
10K
$397K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.2KNew |
$83.2K - $96.8K
|
2.2K
$87K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.16K+ 7.78% |
$81.8K - $95.1K
|
29.9K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 9.97% |
$79.1K - $92K
|
23.1K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.03K+ 1.55% |
$76.8K - $89.4K
|
133K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2K+ 22.37% |
$75.8K - $88.1K
|
11K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.84K+ 29.77% |
$69.5K - $80.9K
|
8.01K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.58K+ 14.96% |
$59.7K - $69.5K
|
12.1K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.58K+ 7.21% |
$59.7K - $69.5K
|
23.5K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 15.32% |
$56.4K - $65.6K
|
11.2K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.49K+ 1.27% |
$56.3K - $65.5K
|
118K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.46KNew |
$55.2K - $64.3K
|
1.46K
$57.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.43K+ 15.66% |
$54K - $62.8K
|
10.5K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36K+ 6.59% |
$51.6K - $60K
|
22.1K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.35K+ 7.15% |
$51.1K - $59.5K
|
20.2K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 21.71% |
$49.1K - $57.1K
|
7.28K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18K+ 2.06% |
$44.5K - $51.7K
|
58.3K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 0.42% |
$41.7K - $48.6K
|
265K
$10.5M
|