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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.2K+ 25.43% |
$127K - $161K
|
20.7K
$882K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.85KNew |
$177K - $225K
|
5.85K
$249K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
203New |
$6.16K - $7.8K
|
203
$8.65K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3KClosed |
$39.4K - $49.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 69.28% |
$461K - $584K
|
6.74K
$287K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.49KClosed |
$167K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.95KClosed |
$180K - $229K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6.86KClosed |
$208K - $263K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
499New |
$15.1K - $19.2K
|
499
$21.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.13KClosed |
$64.5K - $81.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 1.45% |
$3.22K - $4.07K
|
7.23K
$308K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.81KClosed |
$298K - $377K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-581Closed |
$17.6K - $22.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$164K - $208K
|
5.42K
$231K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.21KClosed |
$188K - $239K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
8.94KNew |
$271K - $343K
|
8.94K
$381K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.69KClosed |
$173K - $218K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
450New |
$13.7K - $17.3K
|
450
$19.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.28KClosed |
$160K - $203K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-136Closed |
$4.13K - $5.23K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.14KClosed |
$186K - $236K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.1KNew |
$215K - $273K
|
7.1K
$303K
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 90.81% |
$15.1K - $17.4K
|
893
$38.1K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30Closed |
$1.07K - $1.22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.5KNew |
$2.83M - $3.24M
|
79.5K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$35.6K - $40.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.2KClosed |
$42.7K - $49K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-559Closed |
$19.9K - $22.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.61KClosed |
$235K - $270K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-13.3KClosed |
$474K - $545K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.68KClosed |
$202K - $232K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.44KClosed |
$300K - $344K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.24KNew |
$44.1K - $50.6K
|
1.24K
$52.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-361Closed |
$12.8K - $14.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50Closed |
$1.78K - $2.04K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$185K - $212K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.6KClosed |
$839K - $963K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-873- 6.96% |
$31.1K - $35.6K
|
11.7K
$497K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-419Closed |
$14.9K - $17.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
570New |
$20.3K - $23.3K
|
570
$24.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.27KClosed |
$188K - $215K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.19KClosed |
$185K - $212K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-160Closed |
$6.12K - $6.85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
38+ 76.0% |
$1.45K - $1.63K
|
88
$3.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.66KClosed |
$102K - $114K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.67KClosed |
$63.7K - $71.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 84.75% |
$3.82K - $4.28K
|
218
$9.29K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.43KClosed |
$322K - $361K
|
0
$0
|
|