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 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-118- 8.63% |
$4.47K - $5.19K
|
1.25K
$49.5K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-125- 1.15% |
$4.73K - $5.5K
|
10.7K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-138- 1.15% |
$5.22K - $6.07K
|
11.8K
$468K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-146- 0.76% |
$5.52K - $6.43K
|
19K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-165- 0.29% |
$6.24K - $7.26K
|
56.5K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-175- 7.82% |
$6.62K - $7.7K
|
2.06K
$81.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-184- 1.69% |
$6.96K - $8.1K
|
10.7K
$423K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 29.06% |
$7.04K - $8.19K
|
454
$18K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-199- 3.51% |
$7.53K - $8.76K
|
5.48K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-218- 3.54% |
$8.25K - $9.6K
|
5.94K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-237- 14.41% |
$8.97K - $10.4K
|
1.41K
$55.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.41% |
$9.01K - $10.5K
|
3.47K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-269- 20.27% |
$10.2K - $11.8K
|
1.06K
$41.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-280- 1.59% |
$10.6K - $12.3K
|
17.4K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-297- 6.85% |
$11.2K - $13.1K
|
4.04K
$160K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-300- 2.89% |
$11.4K - $13.2K
|
10.1K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-304- 4.43% |
$11.5K - $13.4K
|
6.56K
$259K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 5.55% |
$13.6K - $15.8K
|
6.11K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-365- 1.5% |
$13.8K - $16.1K
|
24K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-417- 1.36% |
$15.8K - $18.4K
|
30.3K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-438- 2.66% |
$16.6K - $19.3K
|
16K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-449- 1.79% |
$17K - $19.8K
|
24.7K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 1.8% |
$18.2K - $21.1K
|
26.2K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-500- 3.66% |
$18.9K - $22K
|
13.2K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 33.7% |
$19.5K - $22.7K
|
1.02K
$40.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-566- 3.87% |
$21.4K - $24.9K
|
14.1K
$556K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-609- 2.73% |
$23K - $26.8K
|
21.7K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-609- 2.97% |
$23K - $26.8K
|
19.9K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-623- 12.22% |
$23.6K - $27.4K
|
4.48K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-722- 4.91% |
$27.3K - $31.8K
|
14K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 1.62% |
$30.3K - $35.2K
|
48.6K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-809- 99.88% |
$30.6K - $35.6K
|
1
$39.6
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-821- 7.61% |
$31.1K - $36.1K
|
9.97K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-924- 8.85% |
$35K - $40.7K
|
9.51K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-943- 6.73% |
$35.7K - $41.5K
|
13.1K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-968- 6.43% |
$36.6K - $42.6K
|
14.1K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.59% |
$38.1K - $44.3K
|
27K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.02K- 9.86% |
$38.5K - $44.8K
|
9.3K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.04K- 5.9% |
$39.4K - $45.8K
|
16.6K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.08K- 9.07% |
$40.7K - $47.3K
|
10.8K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 3.94% |
$44.2K - $51.4K
|
28.5K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.18K- 13.56% |
$44.7K - $51.9K
|
7.52K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.39K- 17.15% |
$52.7K - $61.3K
|
6.73K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.4K- 17.89% |
$52.8K - $61.4K
|
6.4K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 6.0% |
$53.6K - $62.4K
|
22.2K
$878K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 16.11% |
$57.6K - $67K
|
7.93K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.57K- 0.3% |
$59.6K - $69.3K
|
524K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 6.75% |
$62.4K - $72.6K
|
22.8K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.66K- 16.45% |
$62.7K - $73K
|
8.42K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.71K- 1.33% |
$64.6K - $75.1K
|
127K
$5.02M
|