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 |
|---|---|---|---|---|---|---|---|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.01K- 3.35% |
$41.5K - $45.9K
|
29K
$1.28M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-92- 0.9% |
$3.8K - $4.2K
|
10.2K
$451K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.02% |
$455 - $502
|
45.6K
$2.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.54% |
$165 - $183
|
733
$32.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-875- 3.81% |
$36.2K - $39.9K
|
22.1K
$978K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-649- 2.22% |
$26.8K - $29.6K
|
28.6K
$1.27M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.18K- 99.92% |
$48.9K - $54K
|
1
$44.3
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
SELL
|
- |
-1.59K- 12.67% |
$65.7K - $72.5K
|
11K
$485K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.16K- 2.68% |
$48.1K - $53.1K
|
42.2K
$1.87M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
137KNew |
$5.66M - $6.25M
|
137K
$6.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.49K+ 29.46% |
$268K - $296K
|
28.5K
$1.26M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40New |
$1.65K - $1.83K
|
40
$1.77K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-15- 0.01% |
$620 - $685
|
111K
$4.91M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
636+ 4.54% |
$26.3K - $29K
|
14.7K
$649K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.35K+ 1.63% |
$97.1K - $107K
|
146K
$6.48M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
523+ 7.97% |
$21.6K - $23.9K
|
7.09K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13K+ 1304300.0% |
$539K - $595K
|
13K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.1K- 6.6% |
$1.45M - $1.6M
|
497K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
56+ 0.18% |
$2.32K - $2.56K
|
30.6K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 3.14% |
$42.6K - $47.1K
|
31.9K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
267+ 1.07% |
$11K - $12.2K
|
25.2K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-556- 3.35% |
$23K - $25.4K
|
16K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
133+ 0.75% |
$5.5K - $6.07K
|
17.9K
$793K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.7K- 5.35% |
$2.92M - $3.23M
|
1.25M
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.05KNew |
$374K - $413K
|
9.05K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 4.96% |
$56K - $61.9K
|
25.9K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
165+ 0.26% |
$6.82K - $7.53K
|
62.6K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.17K- 6.21% |
$48.4K - $53.5K
|
17.7K
$784K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 3.81% |
$855K - $944K
|
563K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73+ 1.25% |
$3.02K - $3.33K
|
5.89K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48KNew |
$185K - $204K
|
4.48K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 47.51% |
$827K - $913K
|
62.1K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
148New |
$6.12K - $6.76K
|
148
$6.56K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.2KNew |
$752K - $830K
|
18.2K
$806K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-24.5K- 2.74% |
$1.01M - $1.12M
|
869K
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.8K- 1.62% |
$1.19M - $1.32M
|
1.75M
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 7.0% |
$74.3K - $82.1K
|
27.5K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-322- 2.29% |
$13.3K - $14.7K
|
13.7K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.11KNew |
$211K - $233K
|
5.11K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4KNew |
$2.21M - $2.44M
|
53.4K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.7K- 1.71% |
$1.06M - $1.17M
|
1.47M
$65.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16K+ 13.09% |
$659K - $728K
|
138K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
73New |
$3.02K - $3.33K
|
73
$3.23K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-778- 3.33% |
$32.2K - $35.5K
|
22.6K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
112+ 33.94% |
$4.63K - $5.11K
|
442
$19.6K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.93K- 0.43% |
$121K - $134K
|
679K
$30.1M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.84K- 20.53% |
$76.2K - $84.1K
|
7.14K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 6.8% |
$42.5K - $46.9K
|
14.1K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 26.04% |
$756K - $834K
|
88.5K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
915+ 18.81% |
$37.8K - $41.8K
|
5.78K
$256K
|
|