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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
163+ 3.08% |
$6.2K - $6.86K
|
5.45K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
8.95K+ 9.92% |
$340K - $376K
|
99.2K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.26% |
$171K - $189K
|
59K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
551New |
$21K - $23.2K
|
551
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.36K- 0.25% |
$166K - $183K
|
1.72M
$73.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85K+ 51.35% |
$337K - $372K
|
26.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
500+ 3.46% |
$19K - $21K
|
14.9K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-461- 0.75% |
$17.5K - $19.4K
|
60.9K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.24KNew |
$85.1K - $94.1K
|
2.24K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
5+ 2.94% |
$190 - $210
|
175
$7.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9.79K- 15.13% |
$372K - $412K
|
55K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
843+ 6.62% |
$32.1K - $35.5K
|
13.6K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.33% |
$304 - $336
|
2.47K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.86K- 10.02% |
$109K - $120K
|
25.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 0.2% |
$1.9K - $2.1K
|
24.9K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-7- 0.04% |
$266 - $294
|
18.6K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
213K+ 9.93% |
$8.09M - $8.95M
|
2.36M
$100M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
100+ 0.49% |
$3.8K - $4.21K
|
20.7K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
180New |
$6.85K - $7.57K
|
180
$7.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.06K+ 5.41% |
$116K - $129K
|
59.6K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.37K- 0.77% |
$52.1K - $57.6K
|
176K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998+ 1782.14% |
$38K - $42K
|
1.05K
$44.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651K+ 179.48% |
$24.8M - $27.4M
|
1.01M
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 0.92% |
$1.52K - $1.68K
|
4.39K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-933- 1.04% |
$35.5K - $39.2K
|
89K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 2.79% |
$216K - $239K
|
198K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-226- 1.61% |
$8.59K - $9.51K
|
13.8K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.22KNew |
$122K - $135K
|
3.22K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.57KNew |
$212K - $234K
|
5.57K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 0.47% |
$1.45K - $1.6K
|
8.13K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 4.3% |
$111K - $122K
|
64.7K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
522+ 1.68% |
$19.9K - $22K
|
31.6K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
21.6K+ 20.32% |
$822K - $910K
|
128K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74K- 7.95% |
$66.3K - $73.4K
|
20.2K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
932+ 0.05% |
$35.4K - $39.2K
|
2.01M
$85.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-108- 1.72% |
$4.11K - $4.54K
|
6.18K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-850- 1.42% |
$32.3K - $35.8K
|
58.9K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
442+ 1.73% |
$16.8K - $18.6K
|
26K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 22.05% |
$76.3K - $84.4K
|
11.1K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124- 1.08% |
$4.72K - $5.22K
|
11.3K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 2.49% |
$422K - $467K
|
457K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-108- 1.72% |
$4.11K - $4.54K
|
6.18K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.64K- 3.11% |
$62.5K - $69.1K
|
51.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11New |
$418 - $463
|
11
$469
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-403- 7.75% |
$15.3K - $17K
|
4.8K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
872+ 0.22% |
$33.2K - $36.7K
|
395K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.9K- 4.47% |
$262K - $290K
|
147K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 1.77% |
$4.68K - $5.17K
|
6.83K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
809+ 3.96% |
$30.8K - $34K
|
21.2K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 1.78% |
$17.1K - $18.9K
|
24.9K
$1.06M
|