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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.58KNew |
$65K - $72.6K
|
1.58K
$67.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.48M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.7K- 18.99% |
$409K - $452K
|
45.8K
$1.95M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-83- 0.88% |
$3.16K - $3.49K
|
9.3K
$396K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.56K+ 4.38% |
$59.3K - $65.5K
|
37.1K
$1.58M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.2K+ 16.78% |
$83.5K - $92.4K
|
15.3K
$651K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
336New |
$12.8K - $14.1K
|
336
$14.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.7KNew |
$1.21M - $1.33M
|
31.7K
$1.35M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.4K- 3.32% |
$967K - $1.07M
|
741K
$31.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.18KNew |
$121K - $134K
|
3.18K
$136K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 11.84% |
$115K - $127K
|
28.4K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 197.51% |
$1.4M - $1.55M
|
55.4K
$2.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.31K- 6.78% |
$87.9K - $97.2K
|
31.8K
$1.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$767
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 0.2% |
$799 - $883
|
10.8K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
433+ 101.88% |
$16.5K - $18.2K
|
858
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107+ 1.38% |
$4.07K - $4.5K
|
7.88K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 78.75% |
$622K - $688K
|
37.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 3.51% |
$421K - $466K
|
327K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
116K+ 8.43% |
$4.41M - $4.88M
|
1.49M
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.41% |
$951 - $1.05K
|
6.1K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-873- 3.94% |
$33.2K - $36.7K
|
21.3K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
157+ 0.83% |
$5.97K - $6.6K
|
19K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-219K- 12.11% |
$8.34M - $9.22M
|
1.59M
$67.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-1.98K- 0.39% |
$75.1K - $83.1K
|
505K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
15+ 0.22% |
$570 - $631
|
6.78K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 8.36% |
$83.9K - $92.8K
|
28.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.19K+ 48.3% |
$45.3K - $50.1K
|
3.66K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
75.1K+ 8.16% |
$2.86M - $3.16M
|
995K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
211+ 3.42% |
$8.02K - $8.87K
|
6.39K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15+ 2.09% |
$570 - $631
|
732
$31.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 0.36% |
$2.93K - $3.24K
|
21.5K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73.5K- 25.11% |
$2.79M - $3.09M
|
219K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.08K- 7.99% |
$193K - $213K
|
58.4K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-403- 0.1% |
$15.3K - $17K
|
420K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 75.92% |
$8.38M - $9.27M
|
511K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9- 0.07% |
$342 - $379
|
13.6K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.81% |
$772K - $854K
|
442K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 142.86% |
$5.7K - $6.31K
|
255
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.68K- 9.22% |
$102K - $113K
|
26.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-235- 1.09% |
$8.94K - $9.88K
|
21.3K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.02K+ 65.99% |
$191K - $211K
|
12.6K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.35K+ 4.84% |
$317K - $351K
|
181K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$559K - $618K
|
14.7K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 36.06% |
$9.89K - $10.9K
|
461
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$767
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
873+ 11.19% |
$33.2K - $36.7K
|
8.67K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
163+ 3.08% |
$6.2K - $6.86K
|
5.45K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
8.95K+ 9.92% |
$340K - $376K
|
99.2K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.26% |
$171K - $189K
|
59K
$2.51M
|
|