Purchases and Sales Made in Q1 2025 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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 09, 2025 Q1 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
93
+ 2.85%
$3.52K - $4.09K
3.36K $151K
May 22, 2025 Q1 2025
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
87
+ 11.48%
$3.29K - $3.83K
845 $38K
May 12, 2025 Q1 2025
Centerpoint Advisors, LLC

BUY
 -
85
+ 30.8%
$3.22K - $3.74K
361 $16.2K
Apr 23, 2025 Q1 2025
4 Thought Financial Group Inc.

BUY
 -
81
+ 4.94%
$3.07K - $3.57K
1.72K $77.4K
May 15, 2025 Q1 2025
Front Row Advisors LLC

Tiburon, CA
BUY
 -
75
+ 29.41%
$2.84K - $3.3K
330 $14.8K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
69
+ 6.11%
$2.61K - $3.04K
1.2K $53.9K
Apr 22, 2025 Q1 2025
Erts Wealth Advisors, LLC

BUY
 -
65
+ 0.67%
$2.46K - $2.86K
9.83K $442K
May 05, 2025 Q1 2025
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
58
+ 3.43%
$2.19K - $2.55K
1.75K $78.6K
May 14, 2025 Q1 2025
Aufman Associates Inc

Sewickley, PA
BUY
 -
53
+ 0.26%
$2.01K - $2.33K
20.2K $907K
Apr 14, 2025 Q1 2025
Kennebec Savings Bank

Augusta, ME
BUY
 -
42
+ 3.59%
$1.59K - $1.85K
1.21K $54.5K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
33
+ 43.42%
$1.25K - $1.45K
109 $4.9K
Apr 23, 2025 Q1 2025
Pds Planning, Inc

BUY
 -
32
+ 0.27%
$1.21K - $1.41K
12.1K $543K
Aug 25, 2025 Q1 2025
Nautilus Advisors LLC

La Jolla, CA
BUY
 -
25
+ 0.3%
$946 - $1.1K
8.36K $376K
Apr 18, 2025 Q1 2025
Central Trust CO

Jefferson City, MO
BUY
 -
25
+ 16.13%
$946 - $1.1K
180 $8.09K
May 14, 2025 Q1 2025
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
16
+ 0.25%
$605 - $704
6.51K $293K
May 13, 2025 Q1 2025
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
16
+ 0.13%
$605 - $704
12.8K $573K
May 08, 2025 Q1 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
15
+ 4.3%
$568 - $660
364 $16.4K
Apr 25, 2025 Q1 2025
Morton Brown Family Wealth, LLC

BUY
 -
15
+ 0.28%
$568 - $660
5.45K $245K
May 06, 2025 Q1 2025
Ae Wealth Management LLC

BUY
 -
14
+ 2.51%
$530 - $616
571 $25.7K
May 02, 2025 Q1 2025
Opulen Financial Group LLC

Arlington, VA
BUY
 -
12
+ 0.18%
$454 - $528
6.54K $294K
May 13, 2025 Q1 2025
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
12
+ 0.18%
$454 - $528
6.7K $301K
Apr 23, 2025 Q1 2025
First Pacific Financial

BUY
 -
10
+ 0.13%
$378 - $440
7.72K $347K
May 15, 2025 Q1 2025
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
8
+ 0.25%
$303 - $352
3.21K $144K
May 14, 2025 Q1 2025
Comerica Bank

BUY
 -
7
+ 0.19%
$265 - $308
3.68K $165K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
6
+ 2.54%
$227 - $264
242 $10.9K
May 12, 2025 Q1 2025
Covestor LTD

Boston, MA
BUY
 -
5
+ 1.15%
$189 - $220
439 $19.7K
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
5
+ 0.14%
$189 - $220
3.62K $163K
May 07, 2025 Q1 2025
Nemes Rush Group LLC

Novi, MI
BUY
 -
4
+ 0.31%
$151 - $176
1.29K $58.1K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
2
+ 0.07%
$75.7 - $88
2.83K $127K
Apr 25, 2025 Q1 2025
Hills Bank & Trust CO

BUY
 -
2
+ 0.03%
$75.7 - $88
7.03K $316K
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1
+ 0.01%
$37.8 - $44
12.4K $559K
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1
+ 3.03%
$37.8 - $44
34 $1.53K
May 14, 2025 Q1 2025
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
1
+ 0.22%
$37.8 - $44
464 $20.9K
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
1
New
$37.8 - $44
1 $45
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
1
+ 0.33%
$37.8 - $44
300 $13.5K
May 06, 2025 Q1 2025
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-16
- 0.2%
$605 - $704
7.93K $356K
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

SELL
 -
-27
- 4.05%
$1.02K - $1.19K
640 $28.8K
Apr 14, 2025 Q1 2025
Bangor Savings Bank

Bangor, ME
SELL
 -
-28
- 0.24%
$1.06K - $1.23K
11.6K $523K
May 13, 2025 Q1 2025
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-38
- 0.67%
$1.44K - $1.67K
5.64K $253K
May 09, 2025 Q1 2025
Roof Eidam & Maycock

SELL
 -
-39
- 0.42%
$1.48K - $1.72K
9.35K $420K
May 02, 2025 Q1 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-39
- 0.62%
$1.48K - $1.72K
6.27K $282K
Apr 22, 2025 Q1 2025
Mokosak Advisory Group, LLC

SELL
 -
-46
- 0.54%
$1.74K - $2.02K
8.55K $384K
May 05, 2025 Q1 2025
1 St Source Bank

SELL
 -
-47
- 0.43%
$1.78K - $2.07K
10.9K $489K
May 06, 2025 Q1 2025
Grand Wealth Management, LLC

Grand Rapids, MI
SELL
 -
-54
- 0.91%
$2.04K - $2.38K
5.88K $264K
Apr 17, 2025 Q1 2025
Acropolis Investment Management, LLC

SELL
 -
-55
- 0.36%
$2.08K - $2.42K
15.4K $692K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

SELL
 -
-66
- 4.05%
$2.5K - $2.91K
1.56K $70.3K
May 13, 2025 Q1 2025
Great Diamond Partners, LLC

SELL
 -
-68
- 0.51%
$2.57K - $2.99K
13.2K $594K
May 14, 2025 Q1 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-82
- 0.47%
$3.1K - $3.61K
17.4K $784K
May 15, 2025 Q1 2025
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-90
- 0.69%
$3.41K - $3.96K
13K $583K

Track Institutional and Insider Activities on ESML

Follow ISHARES ESG AWARE MSCI USA SMA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ESML shares.

Notify only if

Insider Trading

Get notified when an Ishares Esg Aware Msci Usa Sma insider buys or sells ESML shares.

Notify only if

News

Receive news related to ISHARES ESG AWARE MSCI USA SMA

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on ESML