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 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.37K+ 64.76% |
$262K - $292K
|
16.2K
$641K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 43.15% |
$260K - $290K
|
21K
$830K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14KNew |
$252K - $282K
|
6.14K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 0.36% |
$252K - $281K
|
1.73M
$68.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.94KNew |
$244K - $273K
|
5.94K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 82.97% |
$237K - $265K
|
12.7K
$504K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.73KNew |
$235K - $263K
|
5.73K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.03KNew |
$207K - $231K
|
5.03K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5KNew |
$205K - $230K
|
5K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.78KNew |
$197K - $220K
|
4.78K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.78KNew |
$196K - $220K
|
4.78K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.43K+ 3.74% |
$182K - $203K
|
123K
$4.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.39KNew |
$180K - $202K
|
4.39K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.34KNew |
$178K - $199K
|
4.34K
$171K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.27K+ 19.36% |
$175K - $196K
|
26.3K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.17KNew |
$171K - $192K
|
4.17K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.06K+ 55.12% |
$167K - $186K
|
11.4K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 24.44% |
$165K - $185K
|
20.5K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.88K+ 4.6% |
$160K - $178K
|
88.3K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.56K+ 65.56% |
$146K - $164K
|
8.99K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.47K+ 32.45% |
$143K - $159K
|
14.2K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.15K+ 2.46% |
$129K - $145K
|
131K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 11.61% |
$124K - $139K
|
29.1K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.98K+ 49.94% |
$122K - $137K
|
8.95K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.9K+ 2.54% |
$119K - $133K
|
117K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.89K+ 21.28% |
$119K - $133K
|
16.5K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.73K+ 9.55% |
$112K - $125K
|
31.3K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.71K+ 20.04% |
$111K - $124K
|
16.2K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.56K+ 3.21% |
$105K - $118K
|
82.2K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51K+ 9.03% |
$103K - $115K
|
30.3K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.36K+ 2.84% |
$97.1K - $109K
|
85.7K
$3.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.34K+ 489.94% |
$96K - $107K
|
2.81K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.32K+ 32.83% |
$95.4K - $107K
|
9.39K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.22K+ 1.21% |
$91.1K - $102K
|
186K
$7.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 3.34% |
$90.6K - $101K
|
68.3K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 7.04% |
$88.3K - $98.7K
|
32.6K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.03K+ 1.89% |
$83.5K - $93.4K
|
109K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.03K+ 3.61% |
$83.2K - $93K
|
58.1K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.85K+ 16.38% |
$76.2K - $85.2K
|
13.2K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.7K+ 10.65% |
$69.7K - $77.9K
|
17.6K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.69KNew |
$69.5K - $77.7K
|
1.69K
$66.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.63K+ 16.21% |
$66.8K - $74.7K
|
11.7K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.62K+ 17.41% |
$66.5K - $74.4K
|
10.9K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.58K+ 18.64% |
$65.1K - $72.8K
|
10.1K
$399K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.58KNew |
$65K - $72.6K
|
1.58K
$62.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.57K+ 2.76% |
$64.6K - $72.2K
|
58.5K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.57K+ 20.36% |
$64.4K - $72K
|
9.27K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 2.65% |
$64.3K - $71.9K
|
60.6K
$2.4M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.52K+ 21.37% |
$62.5K - $69.8K
|
8.63K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.51K+ 8.1% |
$62K - $69.3K
|
20.1K
$796K
|