Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10.4KNew |
$429K - $473K
|
10.4K
$466K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.29K+ 8.84% |
$260K - $287K
|
77.4K
$3.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.14K+ 73.83% |
$254K - $280K
|
14.5K
$650K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.2K+ 18.14% |
$215K - $237K
|
33.8K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.85KNew |
$200K - $221K
|
4.85K
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.68KNew |
$193K - $214K
|
4.68K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.66KNew |
$192K - $213K
|
4.66K
$209K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.44KNew |
$184K - $203K
|
4.44K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 79.88% |
$166K - $183K
|
9.03K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.14K+ 2.64% |
$130K - $143K
|
122K
$5.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.93K+ 57.06% |
$121K - $134K
|
8.07K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.82K+ 3.17% |
$117K - $129K
|
92K
$4.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.76K+ 6.24% |
$114K - $126K
|
47K
$2.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.69K+ 16.41% |
$111K - $123K
|
19.1K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 2.03% |
$100K - $111K
|
122K
$5.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.17K+ 25.7% |
$89.5K - $98.8K
|
10.6K
$476K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.03K+ 25.28% |
$84K - $92.8K
|
10.1K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.01K+ 23.46% |
$83.1K - $91.8K
|
10.6K
$476K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 17.68% |
$78.2K - $86.4K
|
12.6K
$566K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.84K+ 8.75% |
$76.1K - $84K
|
22.9K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
983+ 3.82% |
$40.6K - $44.9K
|
26.7K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
972+ 1.01% |
$40.2K - $44.4K
|
97.4K
$4.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
869+ 3.19% |
$35.9K - $39.7K
|
28.1K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
866+ 3.97% |
$35.8K - $39.5K
|
22.7K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
685+ 2.28% |
$28.3K - $31.3K
|
30.8K
$1.38M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
670+ 13.68% |
$27.7K - $30.6K
|
5.57K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
631+ 10.19% |
$26.1K - $28.8K
|
6.82K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
545+ 13.33% |
$22.5K - $24.9K
|
4.64K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
511+ 2.54% |
$21.1K - $23.3K
|
20.6K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
488+ 3.77% |
$20.2K - $22.3K
|
13.4K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
485+ 0.43% |
$20K - $22.1K
|
115K
$5.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
344+ 5.3% |
$14.2K - $15.7K
|
6.83K
$307K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
344+ 2.25% |
$14.2K - $15.7K
|
15.6K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
330+ 5.68% |
$13.6K - $15.1K
|
6.14K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.94% |
$12.9K - $14.3K
|
33.5K
$1.51M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
275+ 1.21% |
$11.4K - $12.6K
|
23K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
200+ 0.84% |
$8.27K - $9.13K
|
24K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
176+ 2.27% |
$7.28K - $8.03K
|
7.94K
$357K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
95+ 0.87% |
$3.93K - $4.34K
|
11K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
85+ 1.19% |
$3.51K - $3.88K
|
7.24K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
83+ 0.14% |
$3.43K - $3.79K
|
58.3K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
74+ 1.43% |
$3.06K - $3.38K
|
5.26K
$237K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 0.93% |
$1.74K - $1.92K
|
4.54K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26New |
$1.07K - $1.19K
|
26
$1.17K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
BUY
|
- |
21+ 0.29% |
$868 - $959
|
7.2K
$324K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
19+ 0.21% |
$785 - $867
|
9.05K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 0.27% |
$703 - $776
|
6.39K
$287K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.25% |
$620 - $685
|
6.03K
$271K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13+ 0.21% |
$537 - $593
|
6.16K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.09% |
$289 - $320
|
7.47K
$336K
|