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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-16.1K- 60.9% |
$611K - $711K
|
10.4K
$446K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
36.8KNew |
$1.39M - $1.62M
|
36.8K
$1.58M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
680+ 1.22% |
$25.7K - $29.9K
|
56.2K
$2.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8K+ 46.35% |
$976K - $1.14M
|
81.4K
$3.5M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
87+ 11.48% |
$3.29K - $3.83K
|
845
$36.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 29.06% |
$7.04K - $8.19K
|
454
$19.5K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.4K+ 3.56% |
$697K - $811K
|
536K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-297- 6.85% |
$11.2K - $13.1K
|
4.04K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.46K- 11.87% |
$131K - $152K
|
25.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 1.35% |
$886K - $1.03M
|
1.71M
$73.4M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.92KNew |
$224K - $260K
|
5.92K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.71KNew |
$216K - $251K
|
5.71K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.32K- 6.45% |
$87.6K - $102K
|
33.6K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-125- 1.15% |
$4.73K - $5.5K
|
10.7K
$461K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 33.15% |
$393K - $457K
|
20.9K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.82K+ 2.91% |
$182K - $212K
|
171K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.57K- 0.3% |
$59.6K - $69.3K
|
524K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-90- 0.69% |
$3.41K - $3.96K
|
13K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.23K- 22.31% |
$160K - $186K
|
14.7K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36K+ 6.59% |
$51.6K - $60K
|
22.1K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 1.86% |
$4.39K - $5.11K
|
6.12K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
130+ 0.64% |
$4.92K - $5.72K
|
20.4K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 3.53% |
$589K - $686K
|
456K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-417- 1.36% |
$15.8K - $18.4K
|
30.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$303 - $352
|
3.21K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 1.76% |
$953K - $1.11M
|
1.45M
$62.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-300- 2.89% |
$11.4K - $13.2K
|
10.1K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$229K - $266K
|
6.05K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.6KNew |
$590K - $686K
|
15.6K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 1.32% |
$97.1K - $113K
|
198K
$8.51M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 1.61% |
$979K - $1.14M
|
1.63M
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 29.41% |
$2.84K - $3.3K
|
330
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 4.68% |
$107K - $124K
|
63K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.17K- 16.67% |
$233K - $271K
|
30.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
178+ 3.05% |
$6.74K - $7.84K
|
6.02K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-28.9K- 2.15% |
$1.1M - $1.27M
|
1.31M
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.73K- 1.31% |
$103K - $120K
|
205K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$66.6K - $77.5K
|
14.1K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.24K+ 28.64% |
$84.6K - $98.4K
|
10K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 2.78% |
$85.2K - $99.1K
|
78.7K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.02K+ 2.58% |
$38.7K - $45K
|
40.6K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 23.22% |
$4.57M - $5.32M
|
641K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.35K+ 7.15% |
$51.1K - $59.5K
|
20.2K
$871K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.58K+ 7.21% |
$59.7K - $69.5K
|
23.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.25% |
$605 - $704
|
6.51K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 6.75% |
$62.4K - $72.6K
|
22.8K
$979K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-138- 1.15% |
$5.22K - $6.07K
|
11.8K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
53+ 0.26% |
$2.01K - $2.33K
|
20.2K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 13.13% |
$94.6K - $110K
|
21.5K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.39K- 17.15% |
$52.7K - $61.3K
|
6.73K
$289K
|