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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 7.14% |
$57.4K - $70.9K
|
25.8K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 7.52% |
$57.3K - $70.7K
|
24.5K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.54K+ 14.4% |
$51.5K - $63.6K
|
12.2K
$549K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.52K+ 20.22% |
$50.8K - $62.8K
|
9.03K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.44K+ 2.45% |
$48.2K - $59.5K
|
60.2K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.44K+ 9.39% |
$48.1K - $59.4K
|
16.7K
$753K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.37K+ 12.21% |
$45.8K - $56.6K
|
12.6K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.31K+ 3.22% |
$43.8K - $54.1K
|
41.9K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 13.79% |
$43.4K - $53.6K
|
10.7K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.28K+ 14.24% |
$42.9K - $52.9K
|
10.3K
$462K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.18K+ 7.57% |
$39.5K - $48.8K
|
16.8K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 7.14% |
$38.3K - $47.3K
|
17.2K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11KNew |
$37.1K - $45.8K
|
1.11K
$49.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 4.05% |
$35.6K - $44K
|
27.3K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.03K+ 1.08% |
$34.5K - $42.6K
|
96.5K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.02K+ 14.6% |
$34.3K - $42.3K
|
8.04K
$361K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
887+ 0.78% |
$29.7K - $36.7K
|
114K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 4.96% |
$25.5K - $31.5K
|
16.1K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
744+ 7.87% |
$24.9K - $30.7K
|
10.2K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
721+ 1.6% |
$24.1K - $29.8K
|
45.9K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
629+ 6.27% |
$21K - $26K
|
10.7K
$480K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
628+ 576.15% |
$21K - $26K
|
737
$33.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
591+ 8.24% |
$19.8K - $24.4K
|
7.76K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
544+ 12.15% |
$18.2K - $22.5K
|
5.02K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$21K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
435+ 1.08% |
$14.6K - $18K
|
40.6K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
419+ 2.07% |
$14K - $17.3K
|
20.7K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
393+ 3.46% |
$13.1K - $16.2K
|
11.8K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
379+ 2.34% |
$12.7K - $15.7K
|
16.6K
$745K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
347+ 1.54% |
$11.6K - $14.3K
|
22.8K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
316+ 4.6% |
$10.6K - $13.1K
|
7.19K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
294+ 4.52% |
$9.84K - $12.2K
|
6.8K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
276+ 0.76% |
$9.23K - $11.4K
|
36.6K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
258+ 4.08% |
$8.63K - $10.7K
|
6.59K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 8.14% |
$7.7K - $9.51K
|
3.06K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
221+ 0.37% |
$7.39K - $9.13K
|
59.7K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200+ 74.91% |
$6.69K - $8.27K
|
467
$21K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
191+ 1.95% |
$6.39K - $7.89K
|
10K
$449K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
191+ 3.25% |
$6.39K - $7.89K
|
6.07K
$273K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 3.42% |
$6.12K - $7.56K
|
5.54K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158+ 0.38% |
$5.29K - $6.53K
|
41.3K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
155+ 0.92% |
$5.19K - $6.41K
|
17.1K
$767K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142+ 0.66% |
$4.75K - $5.87K
|
21.8K
$980K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
135+ 11.14% |
$4.52K - $5.58K
|
1.35K
$60.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
134+ 1.24% |
$4.48K - $5.54K
|
10.9K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
126New |
$4.22K - $5.21K
|
126
$5.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
123+ 1.24% |
$4.12K - $5.08K
|
10.1K
$453K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 22.25% |
$3.38K - $4.17K
|
555
$25K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
94+ 0.58% |
$3.15K - $3.89K
|
16.3K
$735K
|