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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.71K+ 201.41% |
$56.8K - $63.9K
|
2.56K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$9.96K - $11.2K
|
300
$12.7K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
60K+ 8.11% |
$1.95M - $2.13M
|
800K
$33.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.53K- 1.72% |
$277K - $303K
|
488K
$20.7M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
203+ 6.69% |
$6.59K - $7.21K
|
3.24K
$137K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-665- 6.83% |
$21.6K - $23.6K
|
9.07K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.21KNew |
$202K - $221K
|
6.21K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$416K - $455K
|
12.8K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$38.8K - $42.4K
|
9.27K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.24% |
$7.73K - $8.45K
|
10.8K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.69KNew |
$185K - $202K
|
5.69K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$390 - $426
|
12
$508
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
248New |
$8.05K - $8.81K
|
248
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.22% |
$1.1K - $1.21K
|
15.4K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-648- 5.08% |
$21K - $23K
|
12.1K
$513K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-199- 2.26% |
$6.46K - $7.07K
|
8.62K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
361New |
$11.7K - $12.8K
|
361
$15.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$32.5 - $35.5
|
1
$42.3
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.29% |
$32.5 - $35.5
|
348
$14.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.2K- 65.17% |
$397K - $434K
|
6.53K
$277K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.36K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
271K+ 24.71% |
$8.79M - $9.62M
|
1.37M
$57.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2KNew |
$525K - $574K
|
16.2K
$684K
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.6K- 36.82% |
$214K - $235K
|
11.3K
$480K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3- 0.35% |
$97.4 - $107
|
863
$36.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 71.43% |
$649 - $710
|
8
$339
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$97.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.93% |
$4.51K - $4.94K
|
7.07K
$299K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.82% |
$1.61K - $1.88K
|
6.05K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.23K- 20.87% |
$72K - $83.6K
|
8.45K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.97% |
$36.5K - $42.5K
|
13.1K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82New |
$2.65K - $3.08K
|
82
$3.47K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.26K - $2.63K
|
70
$2.96K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14.8K- 69.78% |
$478K - $556K
|
6.42K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 15.87% |
$41.8K - $48.5K
|
6.86K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45+ 17.05% |
$1.45K - $1.69K
|
309
$13.1K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360New |
$11.6K - $13.5K
|
360
$15.2K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
721+ 358.71% |
$23.3K - $27K
|
922
$39K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$63.3K - $73.6K
|
1.96K
$83K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.53K+ 3.29% |
$81.8K - $95.1K
|
79.7K
$3.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$129 - $150
|
998
$42.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
136+ 1.05% |
$4.39K - $5.1K
|
13.1K
$556K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
128New |
$4.13K - $4.8K
|
128
$5.42K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
73+ 0.44% |
$2.36K - $2.74K
|
16.5K
$700K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
28+ 40.0% |
$904 - $1.05K
|
98
$4.15K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$3.74K - $4.35K
|
9.95K
$421K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.4K+ 8.57% |
$432K - $502K
|
170K
$7.18M
|
|