Latest Institutional Transactions on Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information on the latest institutional transactions involving Ishares Esg Aware Msci Usa Sma (ESML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
54.8KNew |
$1.83M - $2.27M
|
54.8K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-633- 5.22% |
$21.2K - $26.2K
|
11.5K
$495K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
191+ 1.95% |
$6.39K - $7.89K
|
10K
$430K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
191+ 3.25% |
$6.39K - $7.89K
|
6.07K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11+ 0.2% |
$368 - $455
|
5.46K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
628+ 576.15% |
$21K - $26K
|
737
$31.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 26.06% |
$201K - $248K
|
17.1K
$734K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.41K- 3.29% |
$181K - $223K
|
159K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-369- 1.53% |
$12.3K - $15.3K
|
23.7K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.03K+ 1.08% |
$34.5K - $42.6K
|
96.5K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.38K+ 3.32% |
$79.7K - $98.4K
|
74.1K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-4.79K- 41.3% |
$160K - $198K
|
6.81K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.14K- 12.3% |
$71.7K - $88.6K
|
15.3K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.56K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.6K+ 19.98% |
$389K - $480K
|
69.8K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.38KNew |
$180K - $222K
|
5.38K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.9K+ 117.56% |
$431K - $532K
|
23.8K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80K+ 10.0% |
$2.68M - $3.31M
|
880K
$37.9M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-33- 1.92% |
$1.1K - $1.36K
|
1.69K
$72.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
74.1K+ 260.0% |
$2.48M - $3.06M
|
103K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-129- 3.71% |
$4.32K - $5.33K
|
3.34K
$144K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-74.5K- 89.13% |
$2.49M - $3.08M
|
9.08K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158+ 0.38% |
$5.29K - $6.53K
|
41.3K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.81K+ 28.51% |
$328K - $405K
|
44.2K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.87K- 10.62% |
$96K - $119K
|
24.2K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.58K- 46.86% |
$253K - $313K
|
8.59K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
721+ 1.6% |
$24.1K - $29.8K
|
45.9K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
744+ 7.87% |
$24.9K - $30.7K
|
10.2K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
82+ 0.27% |
$2.74K - $3.39K
|
30K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$167K - $207K
|
5K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
135+ 11.14% |
$4.52K - $5.58K
|
1.35K
$57.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
10.9K+ 17.68% |
$365K - $450K
|
72.5K
$3.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.33% |
$33.5 - $41.3
|
301
$12.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.68K - $3.31K
|
80
$3.44K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.52K+ 1.37% |
$118K - $145K
|
261K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-803- 1.15% |
$26.9K - $33.2K
|
68.8K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.57K+ 7.75% |
$287K - $354K
|
119K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.59K- 5.35% |
$254K - $314K
|
134K
$5.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 7.05% |
$564K - $696K
|
256K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.98K+ 25.61% |
$66.1K - $81.7K
|
9.69K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.56K+ 45.71% |
$286K - $354K
|
27.3K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 5.09% |
$59.6K - $73.6K
|
33.2K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
347+ 1.54% |
$11.6K - $14.3K
|
22.8K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 2.09% |
$61.1K - $75.4K
|
89.2K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.2K - $1.49K
|
36
$1.55K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 22.75% |
$60.3K - $74.5K
|
6.12K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$1.04K - $1.28K
|
31
$1.33K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-300- 6.83% |
$10K - $12.4K
|
4.09K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.19KNew |
$174K - $215K
|
5.19K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.28% |
$803 - $992
|
8.57K
$369K
|