Purchases and Sales Made in Q4 2024 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 2024. 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 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
45.1K+ 234.49% |
$1.85M - $2.07M
|
64.3K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.8KNew |
$321K - $359K
|
7.8K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
7.76KNew |
$319K - $356K
|
7.76K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5KNew |
$205K - $230K
|
5K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.78KNew |
$196K - $220K
|
4.78K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.17KNew |
$171K - $192K
|
4.17K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.9K+ 2.54% |
$119K - $133K
|
117K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.56K+ 3.21% |
$105K - $118K
|
82.2K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.36K+ 2.84% |
$97.1K - $109K
|
85.7K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 7.04% |
$88.3K - $98.7K
|
32.6K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.63K+ 16.21% |
$66.8K - $74.7K
|
11.7K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.58K+ 18.64% |
$65.1K - $72.8K
|
10.1K
$442K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.58KNew |
$65K - $72.6K
|
1.58K
$69.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.32K+ 20.57% |
$54K - $60.4K
|
7.71K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.18K+ 5.08% |
$48.3K - $54K
|
24.3K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.03K+ 1.67% |
$42.3K - $47.3K
|
62.5K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
884+ 11.38% |
$36.3K - $40.6K
|
8.65K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
880+ 26.62% |
$36.2K - $40.4K
|
4.19K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
792+ 8.32% |
$32.5K - $36.4K
|
10.3K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
760+ 3.33% |
$31.2K - $34.9K
|
23.6K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
497+ 3.33% |
$20.4K - $22.8K
|
15.4K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
490+ 5.68% |
$20.1K - $22.5K
|
9.11K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
465+ 8.66% |
$19.1K - $21.4K
|
5.84K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
454+ 3.87% |
$18.7K - $20.9K
|
12.2K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
452+ 0.84% |
$18.6K - $20.8K
|
54.5K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
425+ 16.61% |
$17.5K - $19.5K
|
2.98K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
421+ 1.44% |
$17.3K - $19.3K
|
29.7K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
378+ 6.69% |
$15.5K - $17.4K
|
6.03K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
354+ 2.24% |
$14.5K - $16.3K
|
16.2K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235+ 3.35% |
$9.66K - $10.8K
|
7.24K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
234+ 0.77% |
$9.62K - $10.7K
|
30.6K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
170New |
$6.99K - $7.81K
|
170
$7.45K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.89% |
$6.37K - $7.12K
|
17.5K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
126+ 1.72% |
$5.18K - $5.79K
|
7.44K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$4.11K - $4.59K
|
100
$4.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24+ 0.01% |
$986 - $1.1K
|
254K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
22+ 0.41% |
$904 - $1.01K
|
5.39K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
18+ 0.27% |
$740 - $827
|
6.7K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$247 - $276
|
1.65K
$72.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.07% |
$288 - $322
|
9.37K
$411K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-17- 0.26% |
$699 - $781
|
6.63K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.76% |
$3.08K - $3.45K
|
9.76K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.01% |
$4.73K - $5.28K
|
3.71K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 22.26% |
$7.85K - $8.77K
|
667
$29.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.15% |
$8.01K - $8.96K
|
126K
$5.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-200- 3.16% |
$8.22K - $9.19K
|
6.14K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-291- 5.02% |
$12K - $13.4K
|
5.5K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 57.14% |
$14.6K - $16.4K
|
267
$11.7K
|