Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.1% |
$213 - $258
|
7.01K
$311K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 4.93% |
$213 - $258
|
149
$6.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.03% |
$122 - $147
|
392
$17.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.43% |
$91.4 - $111
|
707
$31.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.45% |
$60.9 - $73.7
|
444
$19.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.2% |
$30.5 - $36.9
|
512
$22.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$30.5 - $36.9
|
18.5K
$821K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-28- 0.96% |
$853 - $1.03K
|
2.89K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-33- 0.23% |
$1.01K - $1.22K
|
14.5K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-40- 0.29% |
$1.22K - $1.47K
|
13.6K
$601K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-41- 14.29% |
$1.25K - $1.51K
|
246
$10.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-44- 0.23% |
$1.34K - $1.62K
|
19.1K
$848K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44- 0.13% |
$1.34K - $1.62K
|
32.7K
$1.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-82- 0.98% |
$2.5K - $3.02K
|
8.26K
$366K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-93Closed |
$2.83K - $3.43K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-113- 61.75% |
$3.44K - $4.17K
|
70
$3.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-128- 1.5% |
$3.9K - $4.72K
|
8.4K
$373K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-144- 1.31% |
$4.39K - $5.31K
|
10.8K
$480K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-202- 3.74% |
$6.15K - $7.45K
|
5.19K
$230K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-202- 0.41% |
$6.15K - $7.45K
|
48.9K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-211- 1.17% |
$6.43K - $7.78K
|
17.9K
$794K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-227- 0.83% |
$6.92K - $8.37K
|
27.2K
$1.21M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-249- 3.29% |
$7.59K - $9.18K
|
7.31K
$324K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-263- 7.51% |
$8.01K - $9.7K
|
3.24K
$144K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-279- 8.27% |
$8.5K - $10.3K
|
3.09K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-297- 4.54% |
$9.05K - $11K
|
6.24K
$277K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-360- 0.58% |
$11K - $13.3K
|
61.3K
$2.72M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-365- 2.22% |
$11.1K - $13.5K
|
16K
$712K
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-399- 3.59% |
$12.2K - $14.7K
|
10.7K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-436- 2.59% |
$13.3K - $16.1K
|
16.4K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-446- 5.98% |
$13.6K - $16.4K
|
7.01K
$311K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-453- 5.88% |
$13.8K - $16.7K
|
7.25K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-520- 1.38% |
$15.8K - $19.2K
|
37.2K
$1.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-612- 10.67% |
$18.6K - $22.6K
|
5.13K
$227K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-620- 34.07% |
$18.9K - $22.9K
|
1.2K
$53.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-653- 0.82% |
$19.9K - $24.1K
|
78.5K
$3.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-705- 5.4% |
$21.5K - $26K
|
12.4K
$548K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-763- 3.98% |
$23.2K - $28.1K
|
18.4K
$816K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-765- 4.29% |
$23.3K - $28.2K
|
17.1K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-889- 2.33% |
$27.1K - $32.8K
|
37.2K
$1.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-948- 2.13% |
$28.9K - $35K
|
43.6K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-984- 5.03% |
$30K - $36.3K
|
18.6K
$823K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 19.28% |
$31.6K - $38.2K
|
4.34K
$193K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.13K- 2.73% |
$34.4K - $41.6K
|
40.2K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 6.34% |
$36.2K - $43.8K
|
17.5K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 12.43% |
$37.3K - $45.1K
|
8.62K
$382K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 8.72% |
$37.6K - $45.5K
|
12.9K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 26.0% |
$40.8K - $49.4K
|
3.81K
$169K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.34K- 9.44% |
$40.9K - $49.5K
|
12.9K
$571K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.36K- 2.7% |
$41.3K - $50K
|
48.8K
$2.16M
|