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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-347- 4.34% |
$14.3K - $15.9K
|
7.64K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-354- 0.11% |
$14.5K - $16.3K
|
326K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 57.14% |
$14.6K - $16.4K
|
267
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-371- 3.45% |
$15.2K - $17K
|
10.4K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-384- 6.46% |
$15.8K - $17.6K
|
5.56K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-405- 10.08% |
$16.6K - $18.6K
|
3.61K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-429- 0.88% |
$17.6K - $19.7K
|
48.4K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-443- 5.93% |
$18.2K - $20.4K
|
7.03K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 8.48% |
$18.5K - $20.7K
|
4.86K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-472- 1.12% |
$19.4K - $21.7K
|
41.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-478- 1.68% |
$19.6K - $22K
|
28K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-486- 7.16% |
$20K - $22.3K
|
6.31K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 7.15% |
$20.5K - $23K
|
6.49K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-500- 9.01% |
$20.5K - $23K
|
5.05K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-587- 4.3% |
$24.1K - $27K
|
13.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-598- 3.27% |
$24.6K - $27.5K
|
17.7K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 92.76% |
$27.9K - $31.2K
|
53
$2.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-701- 1.09% |
$28.8K - $32.2K
|
63.6K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-713- 2.09% |
$29.3K - $32.8K
|
33.4K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 0.85% |
$29.6K - $33.1K
|
84.3K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-723- 7.26% |
$29.7K - $33.2K
|
9.23K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-767- 1.69% |
$31.5K - $35.2K
|
44.6K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-784- 6.21% |
$32.2K - $36K
|
11.8K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-801- 12.85% |
$32.9K - $36.8K
|
5.43K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-811- 34.63% |
$33.3K - $37.3K
|
1.53K
$60.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-853- 2.7% |
$35K - $39.2K
|
30.7K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-993- 4.27% |
$40.8K - $45.6K
|
22.3K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-996- 6.18% |
$40.9K - $45.8K
|
15.1K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-998- 8.43% |
$41K - $45.8K
|
10.8K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.02K- 31.74% |
$42K - $47K
|
2.2K
$87K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 7.26% |
$42.5K - $47.5K
|
13.2K
$523K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 6.29% |
$47.2K - $52.7K
|
17.1K
$677K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 5.66% |
$47.6K - $53.2K
|
19.3K
$764K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.17K- 4.21% |
$47.9K - $53.5K
|
26.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.19K- 2.06% |
$48.9K - $54.6K
|
56.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.22K- 1.27% |
$50K - $55.9K
|
94.7K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.27K- 2.17% |
$52.1K - $58.2K
|
57.2K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 4.94% |
$52.1K - $58.3K
|
24.4K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 0.3% |
$54.2K - $60.6K
|
441K
$17.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.32% |
$56.8K - $63.5K
|
5.1K
$202K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 7.37% |
$57.7K - $64.5K
|
17.6K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 7.3% |
$61.6K - $68.9K
|
19K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.79% |
$62.4K - $69.7K
|
52.8K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.59K- 9.76% |
$65.4K - $73.1K
|
14.7K
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.71K- 7.75% |
$70.2K - $78.5K
|
20.3K
$805K
|