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 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
87+ 0.5% |
$2.91K - $3.6K
|
17.4K
$784K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 15.43% |
$2.84K - $3.51K
|
636
$28.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
82+ 0.27% |
$2.74K - $3.39K
|
30K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.68K - $3.31K
|
80
$3.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77+ 65.25% |
$2.58K - $3.18K
|
195
$8.77K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73+ 1.23% |
$2.44K - $3.02K
|
6.02K
$270K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.17% |
$1.71K - $2.11K
|
30K
$1.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
48+ 13.3% |
$1.61K - $1.98K
|
409
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45+ 0.21% |
$1.51K - $1.86K
|
21.1K
$947K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
41New |
$1.37K - $1.69K
|
41
$1.84K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40+ 0.16% |
$1.34K - $1.65K
|
25.7K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.2K - $1.49K
|
36
$1.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 0.6% |
$1.17K - $1.45K
|
5.87K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 7.74% |
$1.14K - $1.41K
|
473
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34New |
$1.14K - $1.41K
|
34
$1.53K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 2.75% |
$1.1K - $1.36K
|
1.23K
$55.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$1.04K - $1.28K
|
31
$1.39K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 4.04% |
$1K - $1.24K
|
773
$34.8K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
27+ 0.32% |
$903 - $1.12K
|
8.39K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.28% |
$803 - $992
|
8.57K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
23+ 1.84% |
$770 - $951
|
1.27K
$57.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.42% |
$669 - $827
|
1.43K
$64.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.56K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.57K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14+ 0.21% |
$468 - $579
|
6.71K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13+ 0.1% |
$435 - $537
|
13.1K
$588K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12+ 0.17% |
$402 - $496
|
6.98K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.2% |
$402 - $496
|
6.15K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11+ 0.2% |
$368 - $455
|
5.46K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 3.72% |
$301 - $372
|
251
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8+ 0.08% |
$268 - $331
|
10.5K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.46% |
$201 - $248
|
1.3K
$58.4K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.14% |
$167 - $207
|
3.62K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.29% |
$167 - $207
|
1.75K
$78.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.04% |
$100 - $124
|
8.43K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.47% |
$66.9 - $82.7
|
426
$19.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.33% |
$33.5 - $41.3
|
301
$13.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.11% |
$33.5 - $41.3
|
890
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.22% |
$33.5 - $41.3
|
465
$20.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$33.5 - $41.3
|
9.27K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.28% |
$134 - $165
|
1.44K
$64.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.11% |
$502 - $620
|
13.9K
$623K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.21% |
$837 - $1.03K
|
11.6K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-33- 1.92% |
$1.1K - $1.36K
|
1.69K
$75.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-53- 0.7% |
$1.77K - $2.19K
|
7.47K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-54- 0.5% |
$1.81K - $2.23K
|
10.8K
$486K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 0.13% |
$2.17K - $2.69K
|
51.9K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-74- 0.28% |
$2.48K - $3.06K
|
26.2K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-74- 0.61% |
$2.48K - $3.06K
|
12K
$540K
|