Purchases and Sales Made in Q3 2023 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 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.48MNew |
$49.2M - $55.3M
|
1.48M
$65.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345KNew |
$11.4M - $12.9M
|
345K
$15.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
209KNew |
$6.94M - $7.81M
|
209K
$9.27M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
134K+ 600.67% |
$4.46M - $5.02M
|
157K
$6.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
80K+ 131.06% |
$2.66M - $2.99M
|
141K
$6.26M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.5K+ 3.88% |
$2.61M - $2.93M
|
2.1M
$93.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
65.2KNew |
$2.16M - $2.43M
|
65.2K
$2.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63.6K+ 1349.79% |
$2.11M - $2.38M
|
68.3K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
55.9K+ 2.86% |
$1.86M - $2.09M
|
2.01M
$89M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.1K+ 25.13% |
$1.76M - $1.98M
|
264K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
52.4K+ 2.87% |
$1.74M - $1.96M
|
1.88M
$83.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
47.1K+ 1125.33% |
$1.57M - $1.76M
|
51.3K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4K+ 175.93% |
$1.48M - $1.66M
|
69.7K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.6K+ 10.88% |
$1.31M - $1.48M
|
403K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35.9K+ 4.06% |
$1.19M - $1.34M
|
921K
$40.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.3K+ 2.67% |
$1.04M - $1.17M
|
1.2M
$53.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
25.6KNew |
$852K - $958K
|
25.6K
$1.14M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
23.4KNew |
$777K - $874K
|
23.4K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21.6KNew |
$718K - $808K
|
21.6K
$959K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19.1K+ 11.16% |
$635K - $715K
|
191K
$8.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$584K - $657K
|
17.6K
$779K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 9.44% |
$577K - $649K
|
201K
$8.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17K+ 97.12% |
$564K - $635K
|
34.5K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 5.49% |
$555K - $625K
|
321K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.2K+ 3.63% |
$506K - $570K
|
436K
$19.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.2K+ 25.29% |
$470K - $529K
|
70.1K
$3.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 3.27% |
$466K - $524K
|
443K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 35.29% |
$411K - $462K
|
47.4K
$2.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
11.5KNew |
$383K - $431K
|
11.5K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.9K+ 9.37% |
$362K - $407K
|
127K
$5.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
10.8K+ 8.18% |
$359K - $403K
|
143K
$6.33M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.2K+ 21.73% |
$338K - $381K
|
57.1K
$2.53M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.77K+ 13.67% |
$324K - $365K
|
81.2K
$3.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.75K+ 11.45% |
$324K - $365K
|
95K
$4.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
9.41K+ 6.59% |
$313K - $352K
|
152K
$6.76M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.97KNew |
$298K - $335K
|
8.97K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.87KNew |
$295K - $331K
|
8.87K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.53K+ 1.75% |
$283K - $319K
|
496K
$22M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.34KNew |
$277K - $312K
|
8.34K
$370K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
8.27KNew |
$274K - $309K
|
8.27K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.07KNew |
$268K - $301K
|
8.07K
$358K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
7.99K+ 26.55% |
$265K - $298K
|
38.1K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
7.99K+ 26.55% |
$265K - $298K
|
38.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.91K+ 13.02% |
$263K - $296K
|
68.7K
$3.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.67K+ 215.66% |
$255K - $287K
|
11.2K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.51K+ 11.09% |
$250K - $281K
|
75.2K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.84K+ 56.58% |
$227K - $256K
|
18.9K
$840K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.73KNew |
$224K - $252K
|
6.73K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.67KNew |
$221K - $249K
|
6.67K
$296K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
6.25KNew |
$207K - $233K
|
6.25K
$277K
|