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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-237- 3.74% |
$7.93K - $9.8K
|
6.11K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142+ 0.66% |
$4.75K - $5.87K
|
21.8K
$938K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
379+ 2.34% |
$12.7K - $15.7K
|
16.6K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-640- 4.27% |
$21.4K - $26.5K
|
14.4K
$618K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-127- 0.53% |
$4.25K - $5.25K
|
23.8K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.51K+ 5.77% |
$218K - $269K
|
119K
$5.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.93K+ 1.79% |
$64.6K - $79.8K
|
110K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.04% |
$100 - $124
|
8.43K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-2.92K- 31.4% |
$97.7K - $121K
|
6.38K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.85K+ 6.55% |
$61.8K - $76.4K
|
30.1K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 13.79% |
$43.4K - $53.6K
|
10.7K
$460K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.1KNew |
$672K - $831K
|
20.1K
$864K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 20.66% |
$39.2K - $48.4K
|
4.5K
$193K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.57K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
591+ 8.24% |
$19.8K - $24.4K
|
7.76K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 4.96% |
$25.5K - $31.5K
|
16.1K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.16K+ 22.55% |
$106K - $130K
|
17.2K
$738K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200+ 74.91% |
$6.69K - $8.27K
|
467
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.44K+ 9.39% |
$48.1K - $59.4K
|
16.7K
$720K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.4K- 26.35% |
$380K - $469K
|
31.7K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-435- 3.78% |
$14.6K - $18K
|
11.1K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.52K+ 20.22% |
$50.8K - $62.8K
|
9.03K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
544+ 12.15% |
$18.2K - $22.5K
|
5.02K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
94+ 0.58% |
$3.15K - $3.89K
|
16.3K
$703K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-113- 1.55% |
$3.78K - $4.67K
|
7.18K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-498- 0.4% |
$16.7K - $20.6K
|
125K
$5.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.42% |
$669 - $827
|
1.43K
$61.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 0.6% |
$1.17K - $1.45K
|
5.87K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 3.86% |
$75.2K - $92.9K
|
60.5K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.02K- 0.86% |
$34.2K - $42.2K
|
117K
$5.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.2% |
$402 - $496
|
6.15K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.53% |
$6.52K - $8.06K
|
12.6K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
134+ 1.24% |
$4.48K - $5.54K
|
10.9K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 7.14% |
$57.4K - $70.9K
|
25.8K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 4.16% |
$216K - $267K
|
162K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$275K - $340K
|
8.23K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.98KNew |
$301K - $371K
|
8.98K
$386K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.74K+ 4.0% |
$91.6K - $113K
|
71.1K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.32KNew |
$278K - $344K
|
8.32K
$358K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.7K- 15.4% |
$424K - $524K
|
69.7K
$3M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.21% |
$837 - $1.03K
|
11.6K
$499K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 5.51% |
$12.1K - $14.9K
|
6.19K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-882- 3.96% |
$29.5K - $36.5K
|
21.4K
$919K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.13K- 1.73% |
$37.6K - $46.5K
|
63.9K
$2.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.17% |
$1.71K - $2.11K
|
30K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$548K - $677K
|
16.4K
$705K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$108K
|