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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
28+ 0.3% |
$930 - $1.05K
|
9.26K
$411K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$664 - $747
|
20
$887
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18New |
$598 - $673
|
18
$798
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 6.07% |
$432 - $486
|
227
$10.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 15.38% |
$266 - $299
|
60
$2.66K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.1% |
$232 - $262
|
646
$28.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$133 - $149
|
9.68K
$429K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$33.2 - $37.4
|
2.71K
$120K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1+ 0.13% |
$33.2 - $37.4
|
757
$33.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1- 0.01% |
$33.2 - $37.4
|
10.4K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- -0.0% |
$33.2 - $37.4
|
28.9K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 55.0% |
$365 - $411
|
9
$399
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 2.02% |
$399 - $448
|
583
$25.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.09% |
$531 - $598
|
18.7K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 0.37% |
$731 - $822
|
5.86K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 0.29% |
$764 - $860
|
7.98K
$354K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-48- 0.79% |
$1.59K - $1.79K
|
6K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-65- 0.76% |
$2.16K - $2.43K
|
8.46K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 49.66% |
$2.39K - $2.69K
|
73
$3.24K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-78- 38.05% |
$2.59K - $2.91K
|
127
$5.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 51.76% |
$3.42K - $3.85K
|
96
$4.26K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-106- 0.7% |
$3.52K - $3.96K
|
15.1K
$668K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-123- 6.0% |
$4.08K - $4.6K
|
1.93K
$85.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-130- 0.82% |
$4.32K - $4.86K
|
15.7K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-140- 0.97% |
$4.65K - $5.23K
|
14.3K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-143- 1.84% |
$4.75K - $5.34K
|
7.65K
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-143- 0.98% |
$4.75K - $5.34K
|
14.5K
$643K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-146- 2.05% |
$4.85K - $5.46K
|
6.97K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-159- 0.54% |
$5.28K - $5.94K
|
29.1K
$1.29M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-159- 0.54% |
$5.28K - $5.94K
|
29.1K
$1.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-159- 1.71% |
$5.28K - $5.94K
|
9.12K
$404K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-165- 5.09% |
$5.48K - $6.17K
|
3.08K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-203- 6.27% |
$6.74K - $7.59K
|
3.03K
$135K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-222- 28.57% |
$7.37K - $8.3K
|
555
$24.6K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-296- 2.15% |
$9.83K - $11.1K
|
13.5K
$597K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-313- 5.22% |
$10.4K - $11.7K
|
5.68K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-314- 0.37% |
$10.4K - $11.7K
|
85K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-337- 12.35% |
$11.2K - $12.6K
|
2.39K
$106K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 59.19% |
$11.2K - $12.6K
|
233
$10.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-348- 0.34% |
$11.6K - $13K
|
101K
$4.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-371- 1.2% |
$12.3K - $13.9K
|
30.5K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-390- 1.46% |
$13K - $14.6K
|
26.3K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-425- 2.57% |
$14.1K - $15.9K
|
16.1K
$716K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-427- 1.66% |
$14.2K - $16K
|
25.4K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-453- 51.42% |
$15K - $16.9K
|
428
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-552- 20.08% |
$18.3K - $20.6K
|
2.2K
$97.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-556- 52.55% |
$18.5K - $20.8K
|
502
$22.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-609- 4.59% |
$20.2K - $22.8K
|
12.7K
$561K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-777- 15.99% |
$25.8K - $29K
|
4.08K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-835- 6.9% |
$27.7K - $31.2K
|
11.3K
$499K
|