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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-90- 0.74% |
$3.01K - $3.72K
|
12K
$541K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-113- 1.55% |
$3.78K - $4.67K
|
7.18K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-127- 0.53% |
$4.25K - $5.25K
|
23.8K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-129- 3.71% |
$4.32K - $5.33K
|
3.34K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-181- 4.92% |
$6.06K - $7.48K
|
3.5K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-188- 0.85% |
$6.29K - $7.77K
|
22K
$991K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.53% |
$6.52K - $8.06K
|
12.6K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-205- 35.9% |
$6.86K - $8.47K
|
366
$16.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-216- 3.37% |
$7.23K - $8.93K
|
6.19K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-234- 0.76% |
$7.83K - $9.67K
|
30.6K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-237- 3.74% |
$7.93K - $9.8K
|
6.11K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-245- 1.86% |
$8.2K - $10.1K
|
13K
$583K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-246- 3.16% |
$8.23K - $10.2K
|
7.55K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-283- 1.12% |
$9.47K - $11.7K
|
24.9K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-290- 5.29% |
$9.7K - $12K
|
5.19K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-295- 1.45% |
$9.87K - $12.2K
|
20.1K
$903K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-300- 2.87% |
$10K - $12.4K
|
10.1K
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-300- 6.83% |
$10K - $12.4K
|
4.09K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-312- 1.55% |
$10.4K - $12.9K
|
19.9K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-316- 5.34% |
$10.6K - $13.1K
|
5.6K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-343- 23.49% |
$11.5K - $14.2K
|
1.12K
$50.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-359- 2.77% |
$12K - $14.8K
|
12.6K
$567K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 5.51% |
$12.1K - $14.9K
|
6.19K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-369- 1.53% |
$12.3K - $15.3K
|
23.7K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-395- 7.49% |
$13.2K - $16.3K
|
4.88K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-435- 3.78% |
$14.6K - $18K
|
11.1K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-449- 1.39% |
$15K - $18.6K
|
31.8K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-451- 8.0% |
$15.1K - $18.6K
|
5.19K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-498- 0.4% |
$16.7K - $20.6K
|
125K
$5.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-500- 63.13% |
$16.7K - $20.7K
|
292
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-500- 8.2% |
$16.7K - $20.7K
|
5.6K
$252K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-550- 1.25% |
$18.4K - $22.7K
|
43.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-564- 36.06% |
$18.9K - $23.3K
|
1K
$45K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-592- 2.96% |
$19.8K - $24.5K
|
19.4K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-610- 3.06% |
$20.4K - $25.2K
|
19.3K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-618- 5.74% |
$20.7K - $25.5K
|
10.2K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-633- 5.22% |
$21.2K - $26.2K
|
11.5K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-640- 4.27% |
$21.4K - $26.5K
|
14.4K
$646K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-664- 3.85% |
$22.2K - $27.4K
|
16.6K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-683- 2.03% |
$22.9K - $28.2K
|
32.9K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-689- 11.28% |
$23.1K - $28.5K
|
5.42K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-709- 0.59% |
$23.7K - $29.3K
|
120K
$5.38M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-784- 3.34% |
$26.2K - $32.4K
|
22.7K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-803- 1.15% |
$26.9K - $33.2K
|
68.8K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-836- 10.06% |
$28K - $34.6K
|
7.48K
$336K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-882- 3.96% |
$29.5K - $36.5K
|
21.4K
$960K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-884- 14.68% |
$29.6K - $36.5K
|
5.14K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-908- 13.49% |
$30.4K - $37.5K
|
5.82K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-942- 2.02% |
$31.5K - $38.9K
|
45.6K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.02K- 0.86% |
$34.2K - $42.2K
|
117K
$5.28M
|