Purchases and Sales Made in Q2 2025 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 2025. 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 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.46K+ 5.6% |
$250K - $308K
|
141K
$6.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.23KNew |
$242K - $299K
|
7.23K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.16K+ 11.37% |
$240K - $296K
|
70.2K
$3.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.16KNew |
$239K - $296K
|
7.16K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.63K+ 55.58% |
$222K - $274K
|
18.5K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.51K+ 5.77% |
$218K - $269K
|
119K
$5.36M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.51KNew |
$218K - $269K
|
6.51K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.51KNew |
$218K - $269K
|
6.51K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 4.16% |
$216K - $267K
|
162K
$7.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.1K+ 11.72% |
$204K - $252K
|
58.2K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
6KNew |
$201K - $248K
|
6K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.46K+ 16.82% |
$183K - $226K
|
37.9K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.44K+ 6.74% |
$182K - $225K
|
86.2K
$3.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38KNew |
$180K - $222K
|
5.38K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.32K+ 7.52% |
$178K - $220K
|
76.1K
$3.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.24K+ 21.8% |
$175K - $217K
|
29.3K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.19KNew |
$174K - $215K
|
5.19K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
5.14KNew |
$172K - $212K
|
5.14K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$167K - $207K
|
5K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.86KNew |
$163K - $201K
|
4.86K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.64K+ 2.26% |
$155K - $192K
|
210K
$9.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.55K+ 41.75% |
$152K - $188K
|
15.4K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.53K+ 80.42% |
$151K - $187K
|
10.2K
$457K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.21K+ 11.1% |
$141K - $174K
|
42.1K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.18K+ 7.17% |
$140K - $173K
|
62.5K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
3.79K+ 2.08% |
$127K - $157K
|
186K
$8.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.7K+ 13.28% |
$124K - $153K
|
31.6K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.52K+ 1.37% |
$118K - $145K
|
261K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.5K+ 3.31% |
$117K - $145K
|
109K
$4.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.16K+ 22.55% |
$106K - $130K
|
17.2K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.13K+ 19.42% |
$105K - $129K
|
19.2K
$865K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.96K+ 32.27% |
$98.9K - $122K
|
12.1K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.82K+ 17.01% |
$94.4K - $117K
|
19.4K
$872K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.74K+ 4.0% |
$91.6K - $113K
|
71.1K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.45K+ 11.97% |
$82K - $101K
|
22.9K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.44K+ 28.6% |
$81.7K - $101K
|
11K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 11.64% |
$81.5K - $101K
|
23.4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.38K+ 3.32% |
$79.7K - $98.4K
|
74.1K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 3.86% |
$75.2K - $92.9K
|
60.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.24K+ 9.54% |
$75K - $92.6K
|
25.7K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.06K+ 28.21% |
$68.8K - $85K
|
9.35K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.01K+ 32.9% |
$67.4K - $83.2K
|
8.14K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.98K+ 25.61% |
$66.1K - $81.7K
|
9.69K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.93K+ 1.79% |
$64.6K - $79.8K
|
110K
$4.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.93K+ 6.13% |
$64.4K - $79.6K
|
33.3K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.85K+ 6.55% |
$61.8K - $76.4K
|
30.1K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 2.09% |
$61.1K - $75.4K
|
89.2K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74K+ 3.09% |
$58.2K - $71.9K
|
58K
$2.61M
|