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 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28.9K- 2.15% |
$1.1M - $1.27M
|
1.31M
$52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.2K- 8.06% |
$1.22M - $1.42M
|
368K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-38K- 86.69% |
$1.44M - $1.67M
|
5.83K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.6K- 63.58% |
$2.14M - $2.49M
|
32.4K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-76.7K- 40.4% |
$2.9M - $3.38M
|
113K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-102K- 46.4% |
$3.87M - $4.5M
|
118K
$4.67M
|