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 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 6.86% |
$734K - $906K
|
298K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.3K- 18.82% |
$946K - $1.17M
|
122K
$5.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-29.3K- 8.31% |
$979K - $1.21M
|
323K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-31.4K- 63.83% |
$1.05M - $1.3M
|
17.8K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 9.7% |
$1.7M - $2.1M
|
473K
$21.3M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-51.3K- 67.25% |
$1.72M - $2.12M
|
25K
$1.12M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-59.7K- 35.0% |
$2M - $2.47M
|
111K
$4.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-74.5K- 89.13% |
$2.49M - $3.08M
|
9.08K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80K- 8.22% |
$2.68M - $3.31M
|
893K
$40.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-108K- 5.04% |
$3.63M - $4.48M
|
2.04M
$91.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-109K- 16.96% |
$3.64M - $4.5M
|
533K
$23.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-244K- 9.97% |
$8.15M - $10.1M
|
2.2M
$98.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-287K- 17.84% |
$9.61M - $11.9M
|
1.32M
$59.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-731K- 55.63% |
$24.5M - $30.2M
|
583K
$26.2M
|