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 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-87- 0.59% |
$3.31K - $3.66K
|
14.7K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.21K- 1.94% |
$160K - $177K
|
213K
$9.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
622New |
$23.7K - $26.2K
|
622
$26.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.05% |
$114 - $126
|
6.27K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
94New |
$3.57K - $3.95K
|
94
$4.01K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.05K+ 23.61% |
$306K - $339K
|
42.2K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
35+ 0.23% |
$1.33K - $1.47K
|
15.5K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.37K+ 4.76% |
$204K - $226K
|
118K
$5.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
348+ 4.03% |
$13.2K - $14.6K
|
8.98K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.72K+ 9.48% |
$218K - $241K
|
66.1K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
64+ 1.1% |
$2.43K - $2.69K
|
5.87K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 3.37% |
$570 - $631
|
460
$19.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.53K+ 4.57% |
$96.1K - $106K
|
57.8K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-75- 0.88% |
$2.85K - $3.15K
|
8.5K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 0.76% |
$1.48K - $1.64K
|
5.08K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
68New |
$2.59K - $2.86K
|
68
$2.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
102+ 1.04% |
$3.88K - $4.29K
|
9.9K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.4K- 15.43% |
$663K - $734K
|
95.6K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.7K+ 9.71% |
$748K - $827K
|
222K
$9.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
70+ 0.37% |
$2.66K - $2.94K
|
19K
$811K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
853+ 8.02% |
$32.4K - $35.9K
|
11.5K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$38 - $42.1
|
526
$22.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-506- 3.25% |
$19.2K - $21.3K
|
15.1K
$642K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.35K- 35.6% |
$203K - $225K
|
9.67K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.3KNew |
$1.34M - $1.48M
|
35.3K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 2.79% |
$17.4K - $19.2K
|
15.9K
$679K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.72K+ 3.98% |
$370K - $409K
|
254K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
63+ 0.11% |
$2.4K - $2.65K
|
60K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$226K - $250K
|
5.94K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 3.04% |
$63.9K - $70.7K
|
53.6K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
128+ 1.24% |
$4.87K - $5.38K
|
10.5K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-572- 12.47% |
$21.8K - $24.1K
|
4.02K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
557+ 2.8% |
$21.2K - $23.4K
|
20.5K
$872K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-944- 14.01% |
$35.9K - $39.7K
|
5.79K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.18K- 3.26% |
$235K - $260K
|
183K
$7.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
403New |
$15.3K - $17K
|
403
$17.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.36K- 3.53% |
$89.6K - $99.1K
|
64.3K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.64K- 24.62% |
$100K - $111K
|
8.08K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
390New |
$14.8K - $16.4K
|
390
$16.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.01K+ 4.64% |
$76.6K - $84.7K
|
45.4K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.27% |
$114 - $126
|
1.13K
$48.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$200K - $221K
|
5.27K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
315+ 2.26% |
$12K - $13.2K
|
14.3K
$608K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 12.56% |
$67.1K - $74.2K
|
15.8K
$674K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.58K+ 86.51% |
$212K - $234K
|
12K
$512K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20.2K+ 15.21% |
$767K - $848K
|
153K
$6.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.96K- 4.55% |
$341K - $377K
|
188K
$8.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 10.81% |
$3.8K - $4.21K
|
825
$35.2K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-397- 5.37% |
$15.1K - $16.7K
|
6.99K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.06% |
$152 - $168
|
6.19K
$264K
|