Purchases and Sales Made in Q4 2024 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 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 30, 2025 Q4 2024
Highland Financial Advisors, LLC

BUY
 -
329
+ 5.54%
$13.5K - $15.1K
6.27K $248K
Feb 11, 2025 Q4 2024
Wells Financial Advisors Inc

BUY
 -
310
+ 4.64%
$12.7K - $14.2K
6.99K $276K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
309
+ 12.29%
$12.7K - $14.2K
2.82K $112K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
299
New
$12.3K - $13.7K
299 $11.8K
Feb 12, 2025 Q4 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
279
+ 5.01%
$11.5K - $12.8K
5.84K $231K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
276
New
$11.3K - $12.7K
276 $10.9K
Jan 22, 2025 Q4 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
276
+ 3.06%
$11.3K - $12.7K
9.3K $368K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
265
New
$10.9K - $12.2K
265 $10.5K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
236
New
$9.7K - $10.8K
236 $9.34K
Jan 17, 2025 Q4 2024
Johnson Bixby & Associates, LLC

BUY
 -
235
+ 3.35%
$9.66K - $10.8K
7.24K $287K
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
224
+ 3.59%
$9.2K - $10.3K
6.47K $256K
Jan 28, 2025 Q4 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
209
+ 1.51%
$8.59K - $9.6K
14K $554K
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
198
New
$8.14K - $9.1K
198 $7.83K
Feb 06, 2025 Q4 2024
Amara Financial, Llc.

San Francisco, CA
BUY
 -
189
+ 3.16%
$7.77K - $8.68K
6.17K $244K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
181
New
$7.44K - $8.32K
181 $7.16K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
170
New
$6.99K - $7.81K
170 $6.73K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
155
+ 0.89%
$6.37K - $7.12K
17.5K $693K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
135
+ 1.45%
$5.55K - $6.2K
9.45K $374K
Jan 22, 2025 Q4 2024
Foster Group, Inc.

BUY
 -
134
+ 1.96%
$5.51K - $6.16K
6.98K $276K
Jan 23, 2025 Q4 2024
Great Diamond Partners, LLC

BUY
 -
127
+ 0.97%
$5.22K - $5.83K
13.3K $525K
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
126
+ 0.06%
$5.18K - $5.79K
207K $8.2M
Jan 15, 2025 Q4 2024
Grant

BUY
 -
126
+ 1.72%
$5.18K - $5.79K
7.44K $294K
Feb 07, 2025 Q4 2024
Tortoise Investment Management, LLC

BUY
 -
125
+ 2.85%
$5.14K - $5.74K
4.52K $179K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
121
+ 1.91%
$4.97K - $5.56K
6.44K $255K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
110
+ 0.12%
$4.52K - $5.05K
89.1K $3.52M
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
100
New
$4.11K - $4.59K
100 $3.96K
Feb 14, 2025 Q4 2024
Baker Avenue Asset Management, LP

BUY
 -
89
+ 1.52%
$3.66K - $4.09K
5.96K $236K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
83
New
$3.41K - $3.81K
83 $3.28K
Jan 31, 2025 Q4 2024
Centerpoint Advisors, LLC

BUY
 -
83
+ 43.01%
$3.41K - $3.81K
276 $10.9K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
76
New
$3.12K - $3.49K
76 $3.01K
Feb 12, 2025 Q4 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
62
+ 0.71%
$2.55K - $2.85K
8.74K $346K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
62
+ 8.49%
$2.55K - $2.85K
792 $31.3K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
52
+ 48.15%
$2.14K - $2.39K
160 $6.33K
Feb 12, 2025 Q4 2024
Wescott Financial Advisory Group, LLC

BUY
 -
51
+ 0.13%
$2.1K - $2.34K
39.6K $1.57M
Feb 12, 2025 Q4 2024
Riverwater Partners LLC

BUY
 -
46
+ 0.43%
$1.89K - $2.11K
10.8K $427K
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
39
+ 0.19%
$1.6K - $1.79K
20.2K $801K
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
29
+ 0.42%
$1.19K - $1.33K
6.86K $271K
Feb 13, 2025 Q4 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
29
New
$1.19K - $1.33K
29 $1.15K
Feb 10, 2025 Q4 2024
Pds Planning, Inc

BUY
 -
25
+ 0.21%
$1.03K - $1.15K
12K $476K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
24
+ 0.01%
$986 - $1.1K
254K $10M
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
24
+ 0.06%
$986 - $1.1K
37K $1.46M
Jan 13, 2025 Q4 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
22
+ 0.41%
$904 - $1.01K
5.39K $213K
Jan 27, 2025 Q4 2024
Boston Standard Wealth Management, LLC

BUY
 -
20
+ 0.15%
$822 - $919
13.7K $540K
Jan 16, 2025 Q4 2024
Tarbox Family Office, Inc.

BUY
 -
18
+ 0.27%
$740 - $827
6.7K $265K
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
13
+ 3.87%
$534 - $597
349 $13.8K
Feb 14, 2025 Q4 2024
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
13
+ 0.41%
$534 - $597
3.2K $126K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
13
New
$534 - $597
13 $514
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
10
+ 0.27%
$411 - $459
3.67K $145K
Feb 13, 2025 Q4 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
6
+ 22.22%
$247 - $276
33 $1.31K

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