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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.23KClosed |
$162K - $181K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.3KClosed |
$317K - $355K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$443K - $496K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.13KClosed |
$120K - $134K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$530K - $574K
|
14.1K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.23KClosed |
$310K - $335K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.25K+ 13.16% |
$47.1K - $51K
|
10.8K
$458K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-174- 48.47% |
$6.55K - $7.09K
|
185
$7.88K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
12KNew |
$451K - $488K
|
12K
$510K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.97KClosed |
$75K - $80.8K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-50KClosed |
$1.9M - $2.05M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-16.5KClosed |
$625K - $673K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.1KClosed |
$270K - $291K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-6.51KClosed |
$247K - $266K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-431Closed |
$16.4K - $17.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23.4KClosed |
$891K - $959K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-31.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.29KClosed |
$86.9K - $93.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-95Closed |
$3.2K - $3.84K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.15KNew |
$140K - $167K
|
4.15K
$177K
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14.8KClosed |
$499K - $598K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.32K- 30.37% |
$143K - $184K
|
12.2K
$520K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.44KClosed |
$38.6K - $49.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.06KClosed |
$82.2K - $106K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 2.5% |
$42.4K - $54.5K
|
64.6K
$2.75M
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
221New |
$5.94K - $7.63K
|
221
$9.42K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
15.5KNew |
$415K - $534K
|
15.5K
$659K
|
|
| Q3 2020 | |||||||
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.04KNew |
$124K - $141K
|
5.04K
$215K
|
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.6K- 31.44% |
$88.4K - $100K
|
7.85K
$334K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-456Closed |
$8.36K - $12.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 05, 2024
Q1 2020
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-23.7KClosed |
$407K - $701K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.2KClosed |
$175K - $302K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-13.1KClosed |
$225K - $387K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20Closed |
$511 - $552
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 06, 2019
Q1 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-16.5KClosed |
$369K - $444K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 07, 2019
Q4 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17KClosed |
$363K - $474K
|
0
$0
|
|