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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
265New |
$10.9K - $12.2K
|
265
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
236New |
$9.7K - $10.8K
|
236
$9.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235+ 3.35% |
$9.66K - $10.8K
|
7.24K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
234+ 0.77% |
$9.62K - $10.7K
|
30.6K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
209+ 1.51% |
$8.59K - $9.6K
|
14K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
198New |
$8.14K - $9.1K
|
198
$8.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
189+ 3.16% |
$7.77K - $8.68K
|
6.17K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
181New |
$7.44K - $8.32K
|
181
$7.54K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
170New |
$6.99K - $7.81K
|
170
$7.08K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.89% |
$6.37K - $7.12K
|
17.5K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
135+ 1.45% |
$5.55K - $6.2K
|
9.45K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
134+ 1.96% |
$5.51K - $6.16K
|
6.98K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
127+ 0.97% |
$5.22K - $5.83K
|
13.3K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
126+ 1.72% |
$5.18K - $5.79K
|
7.44K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126+ 0.06% |
$5.18K - $5.79K
|
207K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
125+ 2.85% |
$5.14K - $5.74K
|
4.52K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
121+ 1.91% |
$4.97K - $5.56K
|
6.44K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110+ 0.12% |
$4.52K - $5.05K
|
89.1K
$3.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$4.11K - $4.59K
|
100
$4.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89+ 1.52% |
$3.66K - $4.09K
|
5.96K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
83+ 43.01% |
$3.41K - $3.81K
|
276
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
83New |
$3.41K - $3.81K
|
83
$3.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
76New |
$3.12K - $3.49K
|
76
$3.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62+ 0.71% |
$2.55K - $2.85K
|
8.74K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 8.49% |
$2.55K - $2.85K
|
792
$33K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 48.15% |
$2.14K - $2.39K
|
160
$6.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
51+ 0.13% |
$2.1K - $2.34K
|
39.6K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
46+ 0.43% |
$1.89K - $2.11K
|
10.8K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39+ 0.19% |
$1.6K - $1.79K
|
20.2K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
29+ 0.42% |
$1.19K - $1.33K
|
6.86K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
29New |
$1.19K - $1.33K
|
29
$1.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
25+ 0.21% |
$1.03K - $1.15K
|
12K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24+ 0.01% |
$986 - $1.1K
|
254K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24+ 0.06% |
$986 - $1.1K
|
37K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
22+ 0.41% |
$904 - $1.01K
|
5.39K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
20+ 0.15% |
$822 - $919
|
13.7K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
18+ 0.27% |
$740 - $827
|
6.7K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13New |
$534 - $597
|
13
$541
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
13+ 0.41% |
$534 - $597
|
3.2K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13+ 3.87% |
$534 - $597
|
349
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10+ 0.27% |
$411 - $459
|
3.67K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 22.22% |
$247 - $276
|
33
$1.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$247 - $276
|
1.65K
$68.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$123 - $138
|
3
$125
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.43% |
$82.2 - $91.9
|
463
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.18% |
$82.2 - $91.9
|
1.13K
$47.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.47% |
$41.1 - $45.9
|
69
$2.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.09% |
$288 - $322
|
8.12K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.07% |
$288 - $322
|
9.37K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.61% |
$616 - $689
|
2.45K
$102K
|