Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
874K+ 6444.46% |
$27.1M - $30.8M
|
888K
$39.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
483KNew |
$15M - $17M
|
483K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
302K+ 3827.23% |
$9.38M - $10.7M
|
310K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
226KNew |
$7M - $7.96M
|
226K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
194K+ 414.09% |
$6.03M - $6.85M
|
241K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
140K+ 27.72% |
$4.34M - $4.93M
|
644K
$28.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
130K+ 13.73% |
$4.02M - $4.57M
|
1.07M
$47.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
114K+ 1092.09% |
$3.53M - $4.01M
|
124K
$5.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
104K+ 64.95% |
$3.24M - $3.68M
|
265K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
90.5K+ 5.16% |
$2.81M - $3.19M
|
1.85M
$81.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.9K+ 160.58% |
$2.57M - $2.92M
|
135K
$5.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.2K+ 7.99% |
$2.49M - $2.83M
|
1.08M
$48M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
77.3K+ 37.58% |
$2.4M - $2.72M
|
283K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
62KNew |
$1.92M - $2.19M
|
62K
$2.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.8K+ 24.99% |
$1.86M - $2.11M
|
299K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.9K+ 178.12% |
$1.77M - $2.01M
|
88.9K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
56.2K+ 83.28% |
$1.74M - $1.98M
|
124K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.4K+ 26.23% |
$1.63M - $1.85M
|
252K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
52K+ 186.34% |
$1.61M - $1.83M
|
79.8K
$3.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
49.7KNew |
$1.54M - $1.75M
|
49.7K
$2.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.5K+ 2.24% |
$1.54M - $1.75M
|
2.26M
$100M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.5K+ 2.24% |
$1.54M - $1.75M
|
2.26M
$100M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
49.5KNew |
$1.54M - $1.75M
|
49.5K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.1K+ 17.18% |
$1.49M - $1.7M
|
328K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45K+ 2.67% |
$1.4M - $1.59M
|
1.73M
$76.7M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.9KNew |
$1.3M - $1.48M
|
41.9K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
37.8KNew |
$1.17M - $1.33M
|
37.8K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
32.1K+ 10.08% |
$997K - $1.13M
|
351K
$15.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.5K+ 20.86% |
$884K - $1M
|
165K
$7.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.1KNew |
$871K - $989K
|
28.1K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 30.21% |
$848K - $964K
|
118K
$5.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
27.1K+ 109.85% |
$839K - $954K
|
51.7K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 3.5% |
$776K - $882K
|
740K
$32.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
23.7K+ 38.3% |
$734K - $834K
|
85.4K
$3.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6KNew |
$734K - $834K
|
23.6K
$1.05M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6KNew |
$734K - $834K
|
23.6K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
22.5K+ 21.49% |
$699K - $794K
|
127K
$5.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
22.5K+ 17.56% |
$697K - $793K
|
150K
$6.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 6.0% |
$691K - $786K
|
393K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21.9KNew |
$679K - $772K
|
21.9K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21KNew |
$652K - $740K
|
21K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.8K+ 46.07% |
$644K - $732K
|
65.8K
$2.92M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 60.65% |
$625K - $711K
|
53.4K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8K+ 102.65% |
$615K - $699K
|
39.1K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
19.2K+ 11.98% |
$595K - $676K
|
179K
$7.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
19K+ 6.05% |
$588K - $668K
|
332K
$14.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16.5K+ 37.08% |
$513K - $583K
|
61.1K
$2.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.3KNew |
$504K - $573K
|
16.3K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.2KNew |
$502K - $570K
|
16.2K
$717K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.2K+ 8.61% |
$471K - $535K
|
192K
$8.5M
|