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 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
306+ 0.45% |
$9.93K - $10.9K
|
67.7K
$3M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
254+ 0.47% |
$8.24K - $9.02K
|
54.8K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
248New |
$8.05K - $8.81K
|
248
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
242+ 2.04% |
$7.86K - $8.6K
|
12.1K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.24% |
$7.73K - $8.45K
|
10.8K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
238+ 0.7% |
$7.73K - $8.45K
|
34.2K
$1.52M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
203+ 6.69% |
$6.59K - $7.21K
|
3.24K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
190+ 0.57% |
$6.17K - $6.75K
|
33.7K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
187+ 6.84% |
$6.07K - $6.64K
|
2.92K
$130K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
181+ 48.79% |
$5.88K - $6.43K
|
552
$24.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
160+ 2.06% |
$5.19K - $5.68K
|
7.91K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
140+ 1.42% |
$4.54K - $4.97K
|
10K
$444K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
139+ 0.46% |
$4.51K - $4.94K
|
30.1K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
139+ 0.46% |
$4.51K - $4.94K
|
30.1K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
136+ 1.12% |
$4.41K - $4.83K
|
12.2K
$543K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.59% |
$4.22K - $4.62K
|
8.3K
$368K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.59% |
$4.22K - $4.62K
|
8.3K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
128New |
$4.15K - $4.55K
|
128
$5.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
123+ 0.66% |
$3.99K - $4.37K
|
18.7K
$830K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 14.12% |
$3.25K - $3.55K
|
808
$35.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
96+ 32.99% |
$3.12K - $3.41K
|
387
$17.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
90+ 1.36% |
$2.92K - $3.2K
|
6.7K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
90+ 0.45% |
$2.92K - $3.2K
|
20.1K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
85+ 0.47% |
$2.76K - $3.02K
|
18.1K
$802K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
70+ 10.2% |
$2.27K - $2.49K
|
756
$33.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62+ 0.12% |
$2.01K - $2.2K
|
52.6K
$2.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
60+ 0.38% |
$1.95K - $2.13K
|
15.9K
$703K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
60+ 0.51% |
$1.95K - $2.13K
|
11.7K
$520K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43+ 0.27% |
$1.4K - $1.53K
|
15.8K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 0.77% |
$1.17K - $1.28K
|
4.71K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
34+ 188.89% |
$1.1K - $1.21K
|
52
$2.31K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.22% |
$1.1K - $1.21K
|
15.4K
$681K
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
33+ 0.32% |
$1.07K - $1.17K
|
10.4K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
28+ 3.74% |
$909 - $995
|
777
$34.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
27+ 2.52% |
$876 - $959
|
1.1K
$48.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
24+ 0.17% |
$779 - $852
|
13.9K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 0.23% |
$714 - $781
|
9.44K
$419K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.33% |
$649 - $710
|
6.13K
$272K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 8.63% |
$552 - $604
|
214
$9.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
15+ 0.22% |
$487 - $533
|
6.69K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 0.12% |
$454 - $497
|
11.7K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$390 - $426
|
12
$532
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$292 - $320
|
6.12K
$271K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 1.58% |
$292 - $320
|
579
$25.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.29% |
$260 - $284
|
2.78K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
8+ 0.3% |
$260 - $284
|
2.71K
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
7+ 0.12% |
$227 - $249
|
5.99K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$227 - $249
|
21.9K
$972K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.36K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.21K
$320K
|