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 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.11K+ 2.32% |
$80.1K - $88.5K
|
92.8K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-701- 9.15% |
$26.7K - $29.5K
|
6.96K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-80- 0.39% |
$3.04K - $3.36K
|
20.5K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.05K+ 5.34% |
$154K - $171K
|
80K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-772- 5.01% |
$29.4K - $32.5K
|
14.7K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-242- 4.31% |
$9.2K - $10.2K
|
5.37K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
596+ 31.07% |
$22.7K - $25.1K
|
2.51K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
285+ 0.73% |
$10.8K - $12K
|
39.5K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.83K+ 18.06% |
$298K - $329K
|
51.2K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-207- 0.56% |
$7.87K - $8.71K
|
37K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-388- 1.73% |
$14.8K - $16.3K
|
22.1K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28+ 0.41% |
$1.06K - $1.18K
|
6.79K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.25K- 0.96% |
$47.3K - $52.4K
|
128K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.77K+ 25.37% |
$372K - $411K
|
48.3K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.07K+ 8.7% |
$78.8K - $87.1K
|
25.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4- 0.02% |
$152 - $168
|
18.6K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.22K+ 1.09% |
$122K - $135K
|
299K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-95- 0.36% |
$3.61K - $4K
|
26.4K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.28K+ 4.36% |
$48.7K - $53.8K
|
30.6K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 94.35% |
$68.5K - $75.8K
|
108
$4.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 32.1% |
$42.1K - $46.6K
|
2.34K
$99.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25.5K- 1.26% |
$970K - $1.07M
|
2M
$85.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.26K- 2.26% |
$47.7K - $52.8K
|
54.3K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.83K+ 2.9% |
$222K - $245K
|
207K
$8.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-129K- 33.67% |
$4.9M - $5.42M
|
254K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 1.24% |
$9.51K - $10.5K
|
20K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.33% |
$799 - $883
|
6.38K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$223K - $246K
|
5.85K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.15K- 3.34% |
$120K - $133K
|
91.4K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
114+ 1.09% |
$4.34K - $4.79K
|
10.6K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
669New |
$25.4K - $28.1K
|
669
$28.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.99KNew |
$228K - $252K
|
5.99K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21K- 3.83% |
$797K - $881K
|
526K
$22.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.47K+ 5.04% |
$208K - $230K
|
114K
$4.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.41K+ 0.96% |
$91.6K - $101K
|
253K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
477New |
$18.1K - $20.1K
|
477
$20.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
287New |
$10.9K - $12.1K
|
287
$12.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.04K+ 11.94% |
$116K - $128K
|
28.5K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-25- 0.27% |
$951 - $1.05K
|
9.31K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-1.37K- 9.23% |
$52.2K - $57.7K
|
13.5K
$575K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.71K- 39.36% |
$255K - $282K
|
10.3K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 2.48% |
$54.9K - $60.7K
|
56.9K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
181+ 1.0% |
$6.88K - $7.61K
|
18.3K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.33K- 7.13% |
$88.7K - $98.1K
|
30.4K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.26K+ 1.85% |
$238K - $263K
|
345K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 0.17% |
$380 - $421
|
5.97K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
30New |
$1.14K - $1.26K
|
30
$1.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.84K- 18.31% |
$260K - $287K
|
30.5K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-3.8K- 24.31% |
$145K - $160K
|
11.8K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
563+ 2.07% |
$21.4K - $23.7K
|
27.8K
$1.18M
|