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 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$409K - $441K
|
10.8K
$478K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
10.6K+ 8.75% |
$405K - $436K
|
132K
$5.86M
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$386K - $415K
|
10.1K
$450K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 73.6% |
$369K - $397K
|
22.9K
$1.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.48K+ 24.51% |
$360K - $388K
|
48.2K
$2.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.34KNew |
$355K - $382K
|
9.34K
$414K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.95K+ 13.68% |
$340K - $366K
|
74.4K
$3.3M
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
8.94K+ 45.53% |
$340K - $366K
|
28.6K
$1.27M
|
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.47K+ 292.03% |
$322K - $347K
|
11.4K
$504K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.28KNew |
$315K - $339K
|
8.28K
$367K
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.2K+ 76.8% |
$312K - $336K
|
18.9K
$837K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.01KNew |
$305K - $328K
|
8.01K
$355K
|
|
|
Aug 11, 2021
Q2 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
7.96K+ 20.79% |
$303K - $326K
|
46.2K
$2.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 117.22% |
$300K - $323K
|
14.6K
$648K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.63KNew |
$290K - $312K
|
7.63K
$338K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.38K+ 62.11% |
$281K - $302K
|
19.3K
$855K
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
BUY
|
- |
7.37KNew |
$280K - $302K
|
7.37K
$327K
|
|
|
Aug 10, 2021
Q2 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.24KNew |
$275K - $296K
|
7.24K
$321K
|
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7.24K+ 8.09% |
$275K - $296K
|
96.7K
$4.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.21K+ 11.83% |
$274K - $295K
|
68.2K
$3.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.79KNew |
$258K - $278K
|
6.79K
$301K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.68K+ 34.42% |
$254K - $274K
|
26.1K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.49KNew |
$247K - $265K
|
6.49K
$288K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
6.47K+ 57.49% |
$246K - $265K
|
17.7K
$786K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.43K+ 32.63% |
$244K - $263K
|
26.1K
$1.16M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.09K+ 13.35% |
$232K - $249K
|
51.7K
$2.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.95KNew |
$226K - $244K
|
5.95K
$264K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.79K+ 3.32% |
$220K - $237K
|
180K
$8M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
5.77K+ 24.7% |
$219K - $236K
|
29.1K
$1.29M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.69K+ 20.53% |
$216K - $233K
|
33.4K
$1.48M
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$214K - $230K
|
5.62K
$249K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.58KNew |
$212K - $228K
|
5.58K
$248K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.56K+ 24.94% |
$212K - $228K
|
27.9K
$1.24M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.52KNew |
$210K - $226K
|
5.52K
$245K
|
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
BUY
|
- |
5.16KNew |
$196K - $211K
|
5.16K
$229K
|
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
5.03KNew |
$191K - $206K
|
5.03K
$223K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.02KNew |
$191K - $205K
|
5.02K
$222K
|
|
|
Aug 06, 2021
Q2 2021
|
Members Trust CO
|
BUY
|
- |
5KNew |
$190K - $205K
|
5K
$222K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.86K+ 85.82% |
$185K - $199K
|
10.5K
$466K
|
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
4.79K+ 19.24% |
$182K - $196K
|
29.7K
$1.32M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
4.68K+ 22.05% |
$178K - $192K
|
25.9K
$1.15M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.67K+ 10.99% |
$178K - $191K
|
47.2K
$2.09M
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
4.29KNew |
$163K - $176K
|
4.29K
$190K
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.14K+ 6.78% |
$157K - $169K
|
65.2K
$2.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.09K+ 34.78% |
$156K - $168K
|
15.9K
$704K
|
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
3.95K+ 3.67% |
$150K - $162K
|
112K
$4.95M
|
|
|
Jul 12, 2021
Q2 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.9K+ 41.77% |
$148K - $160K
|
13.2K
$587K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.89K+ 358.01% |
$148K - $159K
|
4.97K
$221K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.88K+ 76.19% |
$147K - $159K
|
8.97K
$398K
|
|
|
Jul 15, 2021
Q2 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.83K+ 20.53% |
$146K - $157K
|
22.5K
$998K
|