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 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
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4+ 0.06% |
$165 - $183
|
6.81K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.43% |
$82.7 - $91.3
|
467
$21K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.47% |
$82.7 - $91.3
|
428
$19.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16- 3.43% |
$661 - $730
|
451
$20.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-28- 0.27% |
$1.16K - $1.28K
|
10.2K
$457K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-35- 0.29% |
$1.45K - $1.6K
|
12K
$538K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-52- 0.41% |
$2.15K - $2.37K
|
12.5K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-56- 0.32% |
$2.32K - $2.56K
|
17.4K
$782K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-72- 0.47% |
$2.98K - $3.29K
|
15.4K
$692K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-101- 0.44% |
$4.18K - $4.61K
|
22.7K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-116- 0.17% |
$4.8K - $5.3K
|
68.7K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-184- 33.15% |
$7.61K - $8.4K
|
371
$16.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-195- 2.09% |
$8.06K - $8.9K
|
9.16K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 0.19% |
$8.81K - $9.72K
|
109K
$4.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-224- 7.99% |
$9.26K - $10.2K
|
2.58K
$116K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-246- 2.01% |
$10.2K - $11.2K
|
12K
$538K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-248- 18.41% |
$10.3K - $11.3K
|
1.1K
$49.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-249- 1.49% |
$10.3K - $11.4K
|
16.5K
$741K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-255- 7.63% |
$10.5K - $11.6K
|
3.09K
$139K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-300- 2.84% |
$12.4K - $13.7K
|
10.2K
$461K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-300- 3.1% |
$12.4K - $13.7K
|
9.37K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-300- 2.71% |
$12.4K - $13.7K
|
10.8K
$484K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-395- 7.61% |
$16.3K - $18K
|
4.8K
$216K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-535- 0.77% |
$22.1K - $24.4K
|
69.2K
$3.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-552- 6.15% |
$22.8K - $25.2K
|
8.43K
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-682- 2.15% |
$28.2K - $31.1K
|
31.1K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-762- 1.03% |
$31.5K - $34.8K
|
73.3K
$3.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.03K- 5.53% |
$42.4K - $46.8K
|
17.5K
$788K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 6.67% |
$53.4K - $59K
|
18.1K
$813K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.39K- 22.68% |
$57.3K - $63.2K
|
4.72K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.41K- 11.36% |
$58.4K - $64.5K
|
11K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.95K- 20.08% |
$80.4K - $88.8K
|
7.75K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-3.05K- 11.64% |
$126K - $139K
|
23.2K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.46K- 70.81% |
$143K - $158K
|
1.43K
$64.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-4.87K- 7.32% |
$201K - $222K
|
61.6K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.14K- 6.62% |
$212K - $234K
|
72.4K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.73K- 12.92% |
$237K - $262K
|
38.6K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-6.02K- 51.68% |
$249K - $275K
|
5.62K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.6K- 33.37% |
$438K - $483K
|
21.1K
$950K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-16.9K- 10.61% |
$697K - $769K
|
142K
$6.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.7K- 30.88% |
$1.31M - $1.45M
|
70.9K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-43.4K- 95.5% |
$1.79M - $1.98M
|
2.04K
$91.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-54.8KClosed |
$2.27M - $2.5M
|
0
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55.3K- 21.61% |
$2.28M - $2.52M
|
200K
$9.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108K- 27.7% |
$4.48M - $4.95M
|
283K
$12.7M
|