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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 6.83% |
$39.1K - $45.5K
|
16.2K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.03K+ 8.79% |
$38.9K - $45.2K
|
12.7K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.02K+ 2.58% |
$38.7K - $45K
|
40.6K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 10.21% |
$38.2K - $44.4K
|
10.9K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
980+ 3.14% |
$37.1K - $43.1K
|
32.2K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
959+ 2.87% |
$36.3K - $42.2K
|
34.4K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
958+ 2.71% |
$36.3K - $42.2K
|
36.3K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
875+ 42.07% |
$33.1K - $38.5K
|
2.96K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
849New |
$32.1K - $37.4K
|
849
$33.6K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
773+ 1.18% |
$29.3K - $34K
|
66K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
770+ 13.85% |
$29.1K - $33.9K
|
6.33K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
743+ 4.79% |
$28.1K - $32.7K
|
16.2K
$643K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
680+ 1.22% |
$25.7K - $29.9K
|
56.2K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
662+ 9.99% |
$25.1K - $29.1K
|
7.29K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
660+ 3.42% |
$25K - $29.1K
|
20K
$790K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
605New |
$22.9K - $26.6K
|
605
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
584+ 6.23% |
$22.1K - $25.7K
|
9.95K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
532+ 6.84% |
$20.1K - $23.4K
|
8.31K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
529+ 8.21% |
$20K - $23.3K
|
6.97K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
507+ 2.33% |
$19.2K - $22.3K
|
22.2K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
506+ 1.13% |
$19.1K - $22.3K
|
45.1K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
505+ 5.43% |
$19.1K - $22.2K
|
9.81K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
498+ 1.0% |
$18.8K - $21.9K
|
50.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
424New |
$16K - $18.7K
|
424
$16.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
415+ 6.76% |
$15.7K - $18.3K
|
6.55K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403New |
$15.2K - $17.7K
|
403
$15.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 7.29% |
$14.6K - $16.9K
|
5.67K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
363+ 4.21% |
$13.7K - $16K
|
9K
$356K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
345+ 2.62% |
$13.1K - $15.2K
|
13.5K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
332+ 80.78% |
$12.6K - $14.6K
|
743
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
324+ 3.67% |
$12.3K - $14.3K
|
9.16K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$10.1K - $11.8K
|
268
$10.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
217+ 1.82% |
$8.21K - $9.55K
|
12.1K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
217+ 0.38% |
$8.21K - $9.55K
|
57.3K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
205+ 2.46% |
$7.76K - $9.02K
|
8.54K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
203+ 1.77% |
$7.68K - $8.94K
|
11.6K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$7.57K - $8.8K
|
200
$7.91K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
195+ 2.79% |
$7.38K - $8.58K
|
7.17K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
183+ 1.97% |
$6.92K - $8.06K
|
9.45K
$374K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
178+ 3.05% |
$6.74K - $7.84K
|
6.02K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
160+ 2.83% |
$6.05K - $7.04K
|
5.81K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
155+ 1.13% |
$5.87K - $6.82K
|
13.9K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
149+ 0.87% |
$5.64K - $6.56K
|
17.3K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
144+ 2.01% |
$5.45K - $6.34K
|
7.29K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
130+ 0.64% |
$4.92K - $5.72K
|
20.4K
$806K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
118+ 1.92% |
$4.47K - $5.19K
|
6.28K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
100+ 0.97% |
$3.78K - $4.4K
|
10.4K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.43% |
$3.78K - $4.4K
|
7.09K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
93+ 2.85% |
$3.52K - $4.09K
|
3.36K
$133K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
87+ 11.48% |
$3.29K - $3.83K
|
845
$33.4K
|