Purchases and Sales Made in Q4 2022 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
3.95K
+ 5.75%
$123K - $139K
72.7K $3.22M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
3.74K
New
$116K - $132K
3.74K $166K
Feb 03, 2023 Q4 2022
Wells Financial Advisors Inc

BUY
 -
3.68K
+ 82.83%
$114K - $130K
8.12K $360K
Feb 13, 2023 Q4 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
3.54K
+ 4.33%
$110K - $125K
85.2K $3.78M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
3.53K
New
$110K - $125K
3.53K $157K
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
3.51K
+ 32.98%
$109K - $124K
14.2K $628K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3.46K
New
$107K - $122K
3.46K $153K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.43K
+ 6.86%
$106K - $121K
53.4K $2.37M
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
3.27K
+ 76.22%
$101K - $115K
7.56K $335K
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
3.11K
+ 36.04%
$96.4K - $110K
11.7K $520K
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
2.95K
+ 20.16%
$91.4K - $104K
17.6K $778K
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

BUY
 -
2.9K
+ 15.78%
$89.9K - $102K
21.2K $942K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
2.67K
+ 7.87%
$82.9K - $94.1K
36.6K $1.62M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.53K
+ 4.73%
$78.5K - $89.2K
56K $2.48M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
2.43K
+ 15.23%
$75.3K - $85.5K
18.4K $814K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
2.36K
New
$73.3K - $83.2K
2.36K $105K
Jan 26, 2023 Q4 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.35K
+ 9.81%
$72.9K - $82.9K
26.3K $1.17M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.32K
+ 4.01%
$72.1K - $81.9K
60.3K $2.67M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.16K
+ 13.18%
$67K - $76.2K
18.5K $822K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
2.13K
+ 11.5%
$66.1K - $75.1K
20.6K $915K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.09K
+ 15.2%
$64.9K - $73.8K
15.9K $704K
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
2.08K
New
$64.5K - $73.3K
2.08K $92.2K
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
1.94K
+ 19.9%
$60.1K - $68.3K
11.7K $518K
Feb 13, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
1.87K
+ 8.58%
$58.1K - $66K
23.7K $1.05M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.85K
+ 22.67%
$57.5K - $65.3K
10K $444K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.84K
+ 27.54%
$57.1K - $64.8K
8.52K $378K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
1.8K
New
$55.9K - $63.5K
1.8K $79.8K
Feb 10, 2023 Q4 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.79K
+ 1.63%
$55.5K - $63.1K
112K $4.95M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
1.77K
+ 100.0%
$54.9K - $62.4K
3.54K $157K
Feb 02, 2023 Q4 2022
Hilltop Wealth Advisors, LLC

BUY
 -
1.75K
+ 7.52%
$54.4K - $61.8K
25.1K $1.11M
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
1.7K
New
$52.8K - $59.9K
1.7K $75.4K
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
1.7K
+ 16.17%
$52.6K - $59.8K
12.2K $540K
Feb 13, 2023 Q4 2022
Fortis Capital Management LLC

BUY
 -
1.63K
+ 16.42%
$50.6K - $57.5K
11.6K $513K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.56K
+ 7.52%
$48.3K - $54.8K
22.2K $986K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
1.47K
+ 11.88%
$45.5K - $51.7K
13.8K $613K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.45K
+ 33.28%
$44.8K - $51K
5.79K $257K
Jan 17, 2023 Q4 2022
Bond & Devick Financial Network, Inc.

BUY
 -
1.31K
+ 9.05%
$40.6K - $46.2K
15.8K $699K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.29K
+ 15.39%
$40.1K - $45.6K
9.69K $430K
Jan 17, 2023 Q4 2022
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.1K
+ 7.14%
$34.1K - $38.8K
16.5K $732K
Feb 14, 2023 Q4 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.04K
+ 7.39%
$32.1K - $36.5K
15.1K $668K
Feb 14, 2023 Q4 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
980
+ 1.49%
$30.4K - $34.6K
66.7K $2.96M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
898
+ 9.68%
$27.9K - $31.7K
10.2K $451K
Feb 02, 2023 Q4 2022
Spinnaker Trust

BUY
 -
859
+ 2.2%
$26.7K - $30.3K
40K $1.77M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
858
+ 4.6%
$26.6K - $30.3K
19.5K $865K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
836
+ 4.54%
$25.9K - $29.5K
19.2K $853K
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
825
+ 1.35%
$25.6K - $29.1K
62.1K $2.76M
Jan 18, 2023 Q4 2022
Johnson Bixby & Associates, LLC

BUY
 -
781
+ 9.46%
$24.2K - $27.5K
9.04K $401K
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
780
+ 7.21%
$24.2K - $27.5K
11.6K $514K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
763
+ 13.33%
$23.7K - $26.9K
6.49K $288K

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