Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38M+ 80.87% |
$52.5M - $56.5M
|
3.09M
$137M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
280KNew |
$10.7M - $11.5M
|
280K
$12.4M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
280KNew |
$10.7M - $11.5M
|
280K
$12.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
220K+ 21.45% |
$8.38M - $9.02M
|
1.25M
$55.4M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
142K+ 66.93% |
$5.42M - $5.83M
|
355K
$15.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 46.63% |
$4.17M - $4.49M
|
345K
$15.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
101KNew |
$3.85M - $4.15M
|
101K
$4.49M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
75.5K+ 91.38% |
$2.87M - $3.09M
|
158K
$7.02M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
69.6K+ 116.59% |
$2.65M - $2.85M
|
129K
$5.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
65.9KNew |
$2.5M - $2.7M
|
65.9K
$2.92M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
63.6K+ 38094.61% |
$2.42M - $2.6M
|
63.8K
$2.83M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
60.1K+ 69.79% |
$2.28M - $2.46M
|
146K
$6.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.5K+ 63.2% |
$1.96M - $2.11M
|
133K
$5.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Accredited Investors Inc.
|
BUY
|
- |
42.1K+ 29.18% |
$1.6M - $1.72M
|
186K
$8.26M
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
38.6K+ 4.98% |
$1.47M - $1.58M
|
813K
$36.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 41.62% |
$1.39M - $1.5M
|
124K
$5.52M
|
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
35.8KNew |
$1.36M - $1.47M
|
35.8K
$1.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.18M - $1.27M
|
30.9K
$1.37M
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
30.3K+ 861.59% |
$1.15M - $1.24M
|
33.8K
$1.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.9K+ 44.84% |
$1.14M - $1.22M
|
96.6K
$4.29M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29K+ 65.25% |
$1.1M - $1.19M
|
73.4K
$3.26M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 12.52% |
$1.09M - $1.17M
|
258K
$11.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28K+ 55.24% |
$1.06M - $1.15M
|
78.6K
$3.49M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 26.26% |
$887K - $954K
|
112K
$4.97M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9KNew |
$870K - $936K
|
22.9K
$1.01M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 99.11% |
$868K - $934K
|
45.9K
$2.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21.7K+ 2377.85% |
$825K - $888K
|
22.6K
$1M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 56408.11% |
$794K - $854K
|
20.9K
$927K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.8K+ 57.12% |
$713K - $768K
|
51.6K
$2.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.1K+ 25.55% |
$688K - $740K
|
88.9K
$3.94M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.4K+ 66.88% |
$661K - $712K
|
43.4K
$1.92M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
17K+ 82.99% |
$647K - $697K
|
37.5K
$1.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.9KNew |
$642K - $691K
|
16.9K
$749K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.9KNew |
$606K - $652K
|
15.9K
$707K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15.7K+ 139.29% |
$595K - $641K
|
26.9K
$1.19M
|
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
14.6K+ 39.84% |
$555K - $597K
|
51.2K
$2.27M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6K+ 15.15% |
$516K - $556K
|
103K
$4.58M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6KNew |
$516K - $555K
|
13.6K
$601K
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.4K+ 79.8% |
$511K - $550K
|
30.3K
$1.34M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 111.28% |
$504K - $542K
|
25.2K
$1.12M
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12.8K+ 49.18% |
$486K - $523K
|
38.8K
$1.72M
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
12.8KNew |
$485K - $522K
|
12.8K
$566K
|
|
|
Jul 12, 2021
Q2 2021
|
Parkside Advisors LLC
|
BUY
|
- |
12.8K+ 20.36% |
$485K - $522K
|
75.4K
$3.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
12.7K+ 4.13% |
$484K - $521K
|
321K
$14.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
12.7K+ 75.96% |
$482K - $519K
|
29.3K
$1.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.2K+ 24.51% |
$463K - $498K
|
61.8K
$2.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
12KNew |
$456K - $491K
|
12K
$532K
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$447K - $482K
|
11.8K
$522K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4KNew |
$434K - $467K
|
11.4K
$506K
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9KNew |
$413K - $444K
|
10.9K
$481K
|