Purchases and Sales Made in Q2 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-223- 1.07% |
$6.77K - $8.57K
|
20.7K
$873K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-227- 1.54% |
$6.89K - $8.72K
|
14.5K
$614K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-257- 3.29% |
$7.8K - $9.87K
|
7.56K
$319K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-272- 3.23% |
$8.25K - $10.5K
|
8.14K
$344K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-294Closed |
$8.92K - $11.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-315- 5.52% |
$9.56K - $12.1K
|
5.39K
$228K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-374- 1.81% |
$11.3K - $14.4K
|
20.3K
$859K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-380- 2.19% |
$11.5K - $14.6K
|
17K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-389- 5.76% |
$11.8K - $14.9K
|
6.37K
$269K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-423- 1.0% |
$12.8K - $16.3K
|
42K
$1.78M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-446- 4.34% |
$13.5K - $17.1K
|
9.84K
$416K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-454- 4.51% |
$13.8K - $17.4K
|
9.62K
$406K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-501- 0.71% |
$15.2K - $19.2K
|
69.9K
$2.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-504- 7.16% |
$15.3K - $19.4K
|
6.54K
$276K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506- 56.6% |
$15.4K - $19.4K
|
388
$16.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-581Closed |
$17.6K - $22.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-594- 7.82% |
$18K - $22.8K
|
7K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-618- 7.66% |
$18.8K - $23.7K
|
7.45K
$315K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-661- 5.62% |
$20.1K - $25.4K
|
11.1K
$469K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-683- 15.95% |
$20.7K - $26.2K
|
3.6K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-712- 2.83% |
$21.6K - $27.4K
|
24.4K
$1.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-738- 7.87% |
$22.4K - $28.4K
|
8.64K
$365K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-759- 8.17% |
$23K - $29.2K
|
8.53K
$360K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-834- 5.57% |
$25.3K - $32K
|
14.2K
$598K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-888- 7.18% |
$26.9K - $34.1K
|
11.5K
$485K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-960- 2.31% |
$29.1K - $36.9K
|
40.7K
$1.72M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.02K- 23.15% |
$30.8K - $39K
|
3.37K
$143K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 7.16% |
$33.3K - $42.2K
|
14.2K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 1.92% |
$35.8K - $45.3K
|
60.4K
$2.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3KClosed |
$39.4K - $49.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.31K- 1.73% |
$39.8K - $50.4K
|
74.7K
$3.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 2.66% |
$41.3K - $52.3K
|
49.8K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.54K- 4.46% |
$46.7K - $59.1K
|
33K
$1.39M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.57K- 14.59% |
$47.5K - $60.2K
|
9.17K
$387K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.64K- 1.32% |
$49.8K - $63K
|
123K
$5.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.67K- 0.4% |
$50.8K - $64.3K
|
416K
$17.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 22.83% |
$51.5K - $65.2K
|
5.74K
$243K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.71K- 8.5% |
$51.7K - $65.5K
|
18.4K
$776K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.88K- 1.93% |
$57.1K - $72.3K
|
95.9K
$4.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 48.37% |
$59.8K - $75.7K
|
2.1K
$88.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.98K- 12.53% |
$60K - $75.9K
|
13.8K
$583K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.05K- 5.33% |
$62.3K - $78.9K
|
36.5K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.09K- 2.73% |
$63.3K - $80.1K
|
74.2K
$3.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.13KClosed |
$64.5K - $81.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 22.07% |
$72.6K - $92K
|
8.46K
$357K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.84K- 16.67% |
$86.3K - $109K
|
14.2K
$601K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.91K- 4.5% |
$88.1K - $112K
|
61.7K
$2.61M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.99K- 8.91% |
$90.8K - $115K
|
30.6K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.04KClosed |
$92.2K - $117K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.08K- 20.91% |
$93.3K - $118K
|
11.6K
$492K
|