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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
746+ 28.21% |
$23.1K - $26.3K
|
3.39K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
655+ 4.72% |
$20.3K - $23.1K
|
14.5K
$644K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
621+ 15.84% |
$19.3K - $21.9K
|
4.54K
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
616+ 3.32% |
$19.1K - $21.7K
|
19.2K
$850K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
598+ 8.32% |
$18.6K - $21.1K
|
7.78K
$345K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
586+ 3.18% |
$18.2K - $20.7K
|
19K
$844K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
585New |
$18.2K - $20.6K
|
585
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
556+ 6.75% |
$17.3K - $19.6K
|
8.79K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
548+ 0.43% |
$17K - $19.3K
|
129K
$5.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$15.4K - $17.5K
|
496
$22K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
480+ 2.68% |
$14.9K - $16.9K
|
18.4K
$814K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
464+ 1.34% |
$14.4K - $16.4K
|
35K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
450+ 87.89% |
$14K - $15.9K
|
962
$42.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
388+ 4.12% |
$12K - $13.7K
|
9.8K
$435K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
364+ 2.81% |
$11.3K - $12.8K
|
13.3K
$591K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
324+ 5.32% |
$10.1K - $11.4K
|
6.41K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
304+ 3.8% |
$9.43K - $10.7K
|
8.3K
$368K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
285New |
$8.84K - $10K
|
285
$12.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
275+ 1.38% |
$8.53K - $9.7K
|
20.2K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
264New |
$8.19K - $9.31K
|
264
$11.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
250+ 2.61% |
$7.76K - $8.82K
|
9.84K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
249New |
$7.73K - $8.78K
|
249
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
246New |
$7.63K - $8.67K
|
246
$10.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
225+ 1.45% |
$6.98K - $7.93K
|
15.8K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
210+ 1.67% |
$6.52K - $7.4K
|
12.8K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
189+ 0.42% |
$5.86K - $6.66K
|
44.9K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
181+ 2.12% |
$5.62K - $6.38K
|
8.72K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
167+ 0.91% |
$5.18K - $5.89K
|
18.6K
$825K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 2.18% |
$4.75K - $5.39K
|
7.16K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
136+ 0.63% |
$4.22K - $4.8K
|
21.8K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
133+ 0.76% |
$4.13K - $4.69K
|
17.6K
$779K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
125+ 0.78% |
$3.88K - $4.41K
|
16.1K
$712K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
124+ 0.76% |
$3.85K - $4.37K
|
16.5K
$730K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$3.1K - $3.53K
|
100
$4.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
97+ 1.08% |
$3.01K - $3.42K
|
9.08K
$403K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 10.91% |
$2.82K - $3.21K
|
925
$41K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 1.13% |
$2.33K - $2.64K
|
6.69K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
52+ 0.4% |
$1.61K - $1.83K
|
13K
$576K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
50+ 25.13% |
$1.55K - $1.76K
|
249
$11K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 7.66% |
$1.06K - $1.2K
|
478
$21.2K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 19.46% |
$900 - $1.02K
|
178
$7.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
22+ 0.72% |
$683 - $776
|
3.07K
$136K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.42% |
$621 - $705
|
4.76K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.1% |
$248 - $282
|
8.41K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5+ 0.7% |
$155 - $176
|
723
$32.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 0.05% |
$155 - $176
|
10.1K
$448K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.06% |
$124 - $141
|
7.21K
$320K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$124 - $141
|
994
$44.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.02% |
$93.1 - $106
|
12.7K
$562K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$31 - $35.3
|
16.3K
$725K
|