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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.75K- 1.6% |
$66.2K - $77K
|
108K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$66.6K - $77.5K
|
14.1K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.21K- 67.23% |
$83.7K - $97.4K
|
1.08K
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 2.78% |
$85.2K - $99.1K
|
78.7K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.32K- 6.45% |
$87.6K - $102K
|
33.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.34K- 2.58% |
$88.7K - $103K
|
88.4K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.43K- 8.03% |
$92.1K - $107K
|
27.9K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-2.44K- 5.72% |
$92.3K - $107K
|
40.2K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.6K- 5.7% |
$98.5K - $115K
|
43.1K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.73K- 1.31% |
$103K - $120K
|
205K
$8.11M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.02K- 1.63% |
$114K - $133K
|
183K
$7.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.34K- 3.9% |
$127K - $147K
|
82.4K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.38K- 38.74% |
$128K - $149K
|
5.35K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.4K- 13.25% |
$129K - $150K
|
22.2K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.46K- 11.87% |
$131K - $152K
|
25.7K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.71K- 41.3% |
$140K - $163K
|
5.28K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.8K- 18.34% |
$144K - $167K
|
16.9K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.23K- 22.31% |
$160K - $186K
|
14.7K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.23K- 4.25% |
$160K - $186K
|
95.4K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.78K- 5.42% |
$181K - $211K
|
83.5K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.84K- 24.02% |
$183K - $213K
|
15.3K
$605K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.86K- 7.64% |
$184K - $214K
|
58.7K
$2.32M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.9K- 8.09% |
$185K - $216K
|
55.6K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 27.82% |
$186K - $216K
|
12.8K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-5.02K- 12.05% |
$190K - $221K
|
36.6K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.09K- 4.72% |
$193K - $224K
|
103K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5.15K- 38.09% |
$195K - $227K
|
8.37K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.2K- 19.73% |
$197K - $229K
|
21.1K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5.58K- 11.28% |
$211K - $246K
|
43.9K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.17K- 16.67% |
$233K - $271K
|
30.8K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.35K- 5.18% |
$240K - $280K
|
116K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6.49K- 19.76% |
$245K - $285K
|
26.3K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.52K- 2.0% |
$247K - $287K
|
320K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.64KClosed |
$289K - $336K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.94K- 4.94% |
$300K - $349K
|
153K
$6.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.2K- 41.61% |
$310K - $361K
|
11.5K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.1K- 1.52% |
$383K - $445K
|
656K
$26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 33.15% |
$393K - $457K
|
20.9K
$828K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 3.65% |
$410K - $477K
|
286K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 10.04% |
$530K - $616K
|
125K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-16.1K- 28.84% |
$608K - $707K
|
39.6K
$1.57M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-16.1K- 60.9% |
$611K - $711K
|
10.4K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-18.5K- 38.24% |
$701K - $816K
|
29.9K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-19.1K- 1.93% |
$724K - $842K
|
973K
$38.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19.6K- 11.43% |
$743K - $864K
|
152K
$6.02M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-21.8K- 11.7% |
$823K - $958K
|
164K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 1.35% |
$886K - $1.03M
|
1.71M
$67.5M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.8K- 53.48% |
$977K - $1.14M
|
22.5K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.5K- 16.26% |
$1.04M - $1.21M
|
142K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28K- 48.48% |
$1.06M - $1.23M
|
29.7K
$1.18M
|