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 03, 2021
Q2 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-545- 6.29% |
$20.7K - $22.3K
|
8.13K
$335K
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-666- 7.45% |
$25.3K - $27.3K
|
8.27K
$341K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-766- 85.78% |
$29.1K - $31.4K
|
127
$5.23K
|
|
Jul 28, 2021
Q2 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-881- 6.56% |
$33.5K - $36.1K
|
12.5K
$517K
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.16K- 12.36% |
$44.1K - $47.5K
|
8.23K
$339K
|
|
Aug 02, 2021
Q2 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.19K- 16.06% |
$45.1K - $48.6K
|
6.2K
$256K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.97KClosed |
$75K - $80.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.1K- 15.29% |
$80K - $86.1K
|
11.7K
$480K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.29KClosed |
$86.9K - $93.6K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.45K- 13.99% |
$93.2K - $100K
|
15.1K
$621K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.04KClosed |
$116K - $124K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.06K- 7.4% |
$192K - $207K
|
63.3K
$2.61M
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-5.41KClosed |
$206K - $221K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.8K- 97.53% |
$221K - $238K
|
147
$6.06K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.07KClosed |
$231K - $248K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.24K- 3.23% |
$237K - $255K
|
187K
$7.69M
|
|
Aug 02, 2021
Q2 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-6.51KClosed |
$247K - $266K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.1KClosed |
$270K - $291K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.4K- 43.14% |
$281K - $303K
|
9.76K
$402K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.8KClosed |
$450K - $485K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-16.3K- 8.6% |
$618K - $665K
|
173K
$7.12M
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-16.5KClosed |
$625K - $673K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19.3K- 95.5% |
$736K - $792K
|
912
$37.6K
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23.4KClosed |
$891K - $959K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-28.6K- 90.85% |
$1.09M - $1.17M
|
2.88K
$119K
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-31.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-50KClosed |
$1.9M - $2.05M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-55K- 6.88% |
$2.09M - $2.25M
|
745K
$30.7M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-224K- 37.54% |
$8.52M - $9.17M
|
373K
$15.4M
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.29MClosed |
$49M - $52.7M
|
0
$0
|