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
|
Firestone Capital Management
|
BUY
|
- |
463+ 38.52% |
$17.6K - $19K
|
1.67K
$73.8K
|
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
460+ 5.9% |
$17.5K - $18.8K
|
8.26K
$366K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
435New |
$16.5K - $17.8K
|
435
$19.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
419+ 4.82% |
$15.9K - $17.1K
|
9.12K
$404K
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
415+ 3.78% |
$15.8K - $17K
|
11.4K
$505K
|
|
|
Aug 05, 2021
Q2 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
385New |
$14.6K - $15.8K
|
385
$17.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
370New |
$14.1K - $15.1K
|
370
$16.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
364+ 37.6% |
$13.8K - $14.9K
|
1.33K
$59.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
349+ 513.24% |
$13.3K - $14.3K
|
417
$18.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
348+ 2.12% |
$13.2K - $14.2K
|
16.8K
$745K
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
276+ 1.66% |
$10.5K - $11.3K
|
16.9K
$748K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
269+ 128.71% |
$10.2K - $11K
|
478
$21.2K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
267+ 26.7% |
$10.2K - $10.9K
|
1.27K
$56.2K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
251+ 4.05% |
$9.54K - $10.3K
|
6.45K
$286K
|
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
250+ 2.57% |
$9.51K - $10.2K
|
9.98K
$443K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
201New |
$7.64K - $8.23K
|
201
$8.91K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
200+ 1.75% |
$7.6K - $8.19K
|
11.6K
$516K
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
172+ 1.33% |
$6.54K - $7.04K
|
13.1K
$583K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
160+ 5.88% |
$6.08K - $6.55K
|
2.88K
$128K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
160New |
$6.08K - $6.55K
|
160
$7.1K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
159+ 160.61% |
$6.05K - $6.51K
|
258
$11.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
152+ 0.29% |
$5.78K - $6.22K
|
52.9K
$2.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
139New |
$5.28K - $5.69K
|
139
$6.16K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
127New |
$4.83K - $5.2K
|
127
$5.63K
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
90New |
$3.42K - $3.68K
|
90
$3.99K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50New |
$1.9K - $2.05K
|
50
$2.22K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
17+ 0.16% |
$646 - $696
|
11K
$486K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 38.64% |
$646 - $696
|
61
$2.71K
|
|
|
Jul 23, 2021
Q2 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.09% |
$570 - $614
|
17K
$753K
|
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
12+ 1.85% |
$456 - $491
|
661
$29.3K
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
10+ 66.67% |
$380 - $409
|
25
$1.11K
|
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$190 - $205
|
6.03K
$268K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.18% |
$152 - $164
|
2.29K
$102K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.6% |
$76 - $81.9
|
333
$14.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.32% |
$76 - $81.9
|
628
$27.9K
|
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.08% |
$152 - $164
|
4.99K
$221K
|
|
|
Jul 22, 2021
Q2 2021
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-30- 0.54% |
$1.14K - $1.23K
|
5.51K
$244K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 1.91% |
$1.82K - $1.96K
|
2.46K
$109K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-142- 0.9% |
$5.4K - $5.81K
|
15.7K
$696K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-158- 1.94% |
$6.01K - $6.47K
|
7.97K
$354K
|
|
|
Aug 06, 2021
Q2 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-248- 3.71% |
$9.43K - $10.2K
|
6.44K
$286K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-254- 2.76% |
$9.66K - $10.4K
|
8.96K
$397K
|
|
|
Aug 11, 2021
Q2 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-291- 2.89% |
$11.1K - $11.9K
|
9.79K
$434K
|
|
|
Aug 02, 2021
Q2 2021
|
One Day In July LLC
|
SELL
|
- |
-296- 3.06% |
$11.3K - $12.1K
|
9.39K
$416K
|
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
SELL
|
- |
-304- 1.21% |
$11.6K - $12.4K
|
24.9K
$1.1M
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-366- 2.46% |
$13.9K - $15K
|
14.5K
$642K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-431Closed |
$16.4K - $17.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-445- 1.59% |
$16.9K - $18.2K
|
27.6K
$1.23M
|
|
|
Jul 21, 2021
Q2 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-447- 4.63% |
$17K - $18.3K
|
9.21K
$409K
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-453- 3.03% |
$17.2K - $18.5K
|
14.5K
$643K
|