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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 10.73% |
$555K - $620K
|
139K
$5.51M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-179- 19.1% |
$7.36K - $8.22K
|
758
$29.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.36K- 25.21% |
$385K - $430K
|
27.8K
$1.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
299New |
$12.3K - $13.7K
|
299
$11.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.27K+ 19.36% |
$175K - $196K
|
26.3K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
680+ 4.45% |
$27.9K - $31.2K
|
16K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 3.74% |
$645K - $721K
|
436K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-371- 3.45% |
$15.2K - $17K
|
10.4K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.6K- 69.03% |
$1.05M - $1.18M
|
11.5K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 92.76% |
$27.9K - $31.2K
|
53
$2.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39+ 0.19% |
$1.6K - $1.79K
|
20.2K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-811- 34.63% |
$33.3K - $37.3K
|
1.53K
$60.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111K+ 7.46% |
$4.57M - $5.11M
|
1.6M
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-326- 2.55% |
$13.4K - $15K
|
12.4K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69.8KNew |
$2.87M - $3.21M
|
69.8K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.4K+ 1.61% |
$1.33M - $1.49M
|
2.04M
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.47KNew |
$266K - $297K
|
6.47K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89+ 1.52% |
$3.66K - $4.09K
|
5.96K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.3K+ 224.19% |
$588K - $658K
|
20.7K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 1.42% |
$110K - $123K
|
185K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$564K - $630K
|
13.7K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.5K- 38.58% |
$926K - $1.04M
|
35.9K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
83New |
$3.41K - $3.81K
|
83
$3.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 0.36% |
$252K - $281K
|
1.73M
$68.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.34KNew |
$178K - $199K
|
4.34K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-784- 6.21% |
$32.2K - $36K
|
11.8K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
424+ 5.76% |
$17.4K - $19.5K
|
7.78K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.89K+ 21.28% |
$119K - $133K
|
16.5K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.09% |
$288 - $322
|
8.12K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
276New |
$11.3K - $12.7K
|
276
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10+ 0.27% |
$411 - $459
|
3.67K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.92K- 12.75% |
$284K - $318K
|
47.3K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.46K- 1.24% |
$101K - $113K
|
195K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16K- 60.71% |
$659K - $737K
|
10.4K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.54M - $1.72M
|
37.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.45K+ 50.66% |
$306K - $342K
|
22.1K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-327- 0.06% |
$13.4K - $15K
|
525K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-232- 5.48% |
$9.53K - $10.7K
|
4K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.16K- 8.47% |
$212K - $237K
|
55.7K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 11.61% |
$124K - $139K
|
29.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$501K - $560K
|
12.2K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 0.26% |
$107K - $120K
|
992K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 0.3% |
$54.2K - $60.6K
|
441K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.82K+ 1.92% |
$403K - $451K
|
521K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.2K- 99.96% |
$502K - $561K
|
5
$198
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.8K+ 2.86% |
$1.63M - $1.83M
|
1.43M
$56.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
446+ 2.1% |
$18.3K - $20.5K
|
21.7K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.22K- 1.27% |
$50K - $55.9K
|
94.7K
$3.74M
|
|
|
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
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.05K+ 3.29% |
$42.9K - $48K
|
32.8K
$1.3M
|