Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 21.22% |
$53.2K - $58.3K
|
9.37K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.63K+ 26.89% |
$52.9K - $57.9K
|
7.69K
$341K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.55K+ 2.09% |
$50.4K - $55.2K
|
76K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.52K+ 17.74% |
$49.5K - $54.1K
|
10.1K
$449K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.5K+ 2.54% |
$48.8K - $53.4K
|
60.8K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.44KNew |
$46.7K - $51.1K
|
1.44K
$63.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.43K+ 1.17% |
$46.5K - $50.9K
|
124K
$5.48M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
1.42K+ 20.01% |
$46.2K - $50.5K
|
8.53K
$378K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.34K+ 1.31% |
$43.4K - $47.5K
|
104K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$38.8K - $42.4K
|
9.27K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.19K+ 3.7% |
$38.5K - $42.2K
|
33.3K
$1.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.14K+ 7.38% |
$36.9K - $40.4K
|
16.6K
$734K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 11.67% |
$35.9K - $39.3K
|
10.6K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.07K+ 4.97% |
$34.8K - $38K
|
22.6K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.02K+ 6.59% |
$33.1K - $36.3K
|
16.5K
$732K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.02K+ 1.96% |
$33.1K - $36.2K
|
52.9K
$2.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
965+ 4.4% |
$31.3K - $34.3K
|
22.9K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
961+ 4.31% |
$31.2K - $34.1K
|
23.3K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
849New |
$27.6K - $30.2K
|
849
$37.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
796+ 7.58% |
$25.8K - $28.3K
|
11.3K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
741+ 4.89% |
$24.1K - $26.3K
|
15.9K
$706K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
710+ 9.46% |
$23K - $25.2K
|
8.22K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
709+ 6.23% |
$23K - $25.2K
|
12.1K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
663+ 3315.0% |
$21.5K - $23.5K
|
683
$30.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
653+ 1.15% |
$21.2K - $23.2K
|
57.5K
$2.55M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
620+ 1.17% |
$20.1K - $22K
|
53.7K
$2.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
600+ 16.95% |
$19.5K - $21.3K
|
4.14K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
596+ 6.66% |
$19.3K - $21.2K
|
9.54K
$423K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
571New |
$18.5K - $20.3K
|
571
$25.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 2.25% |
$18.2K - $20K
|
25.5K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
554+ 3.65% |
$18K - $19.7K
|
15.7K
$697K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
548+ 4.15% |
$17.8K - $19.5K
|
13.8K
$610K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
546+ 4.45% |
$17.7K - $19.4K
|
12.8K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
530New |
$17.2K - $18.8K
|
530
$23.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
523+ 6.99% |
$17K - $18.6K
|
8K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
520+ 3.73% |
$16.9K - $18.5K
|
14.5K
$641K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
502+ 3.93% |
$16.3K - $17.8K
|
13.3K
$588K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
490New |
$15.9K - $17.4K
|
490
$21.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
487+ 2.85% |
$15.8K - $17.3K
|
17.6K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
451+ 2.13% |
$14.6K - $16K
|
21.6K
$957K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
424+ 1.56% |
$13.8K - $15.1K
|
27.6K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
417+ 4.59% |
$13.5K - $14.8K
|
9.5K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397New |
$12.9K - $14.1K
|
397
$17.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
387+ 4.17% |
$12.6K - $13.7K
|
9.68K
$429K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
376+ 2.92% |
$12.2K - $13.4K
|
13.2K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
369+ 4.14% |
$12K - $13.1K
|
9.28K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
365+ 1.05% |
$11.8K - $13K
|
35K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
361New |
$11.7K - $12.8K
|
361
$16K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
360+ 2.43% |
$11.7K - $12.8K
|
15.2K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
326+ 1.74% |
$10.6K - $11.6K
|
19K
$844K
|