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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.6K+ 4.5% |
$816K - $949K
|
501K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 362.15% |
$1.88M - $2.19M
|
63.4K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81K+ 100.0% |
$106K - $124K
|
5.63K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
507+ 2.33% |
$19.2K - $22.3K
|
22.2K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-19.1K- 1.93% |
$724K - $842K
|
973K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.64KClosed |
$289K - $336K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 1.8% |
$18.2K - $21.1K
|
26.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.56K+ 8.5% |
$173K - $201K
|
58.3K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.03K+ 1.55% |
$76.8K - $89.4K
|
133K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.22% |
$37.8 - $44
|
464
$20K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
363+ 4.21% |
$13.7K - $16K
|
9K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
104K+ 88.18% |
$3.94M - $4.58M
|
222K
$9.56M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7+ 0.19% |
$265 - $308
|
3.68K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.36K+ 52.25% |
$89.3K - $104K
|
6.88K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 0.51% |
$2.57K - $2.99K
|
13.2K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-924- 8.85% |
$35K - $40.7K
|
9.51K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.38K- 38.74% |
$128K - $149K
|
5.35K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.3K+ 1.54% |
$615K - $716K
|
1.07M
$46M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.3K+ 5.86% |
$845K - $982K
|
403K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-38- 0.67% |
$1.44K - $1.67K
|
5.64K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-438- 2.66% |
$16.6K - $19.3K
|
16K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 1.62% |
$30.3K - $35.2K
|
48.6K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$508K - $591K
|
13.4K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.08K- 9.07% |
$40.7K - $47.3K
|
10.8K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-66- 4.05% |
$2.5K - $2.91K
|
1.56K
$67.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
324+ 3.67% |
$12.3K - $14.3K
|
9.16K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-16.1K- 28.84% |
$608K - $707K
|
39.6K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32K+ 8.79% |
$201K - $234K
|
65.9K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-146- 0.76% |
$5.52K - $6.43K
|
19K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.18% |
$454 - $528
|
6.7K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$37.8 - $44
|
1
$43
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.69K+ 2.84% |
$329K - $383K
|
314K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.13% |
$605 - $704
|
12.8K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
111K+ 5.43% |
$4.19M - $4.87M
|
2.15M
$92.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 2.43% |
$400K - $465K
|
446K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 2739.86% |
$286K - $333K
|
7.84K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 16.79% |
$817K - $950K
|
150K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
849New |
$32.1K - $37.4K
|
849
$36.5K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
155+ 1.13% |
$5.87K - $6.82K
|
13.9K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.15% |
$189 - $220
|
439
$18.9K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-2.44K- 5.72% |
$92.3K - $107K
|
40.2K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.56K+ 5.5% |
$96.9K - $113K
|
49.1K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-199- 3.51% |
$7.53K - $8.76K
|
5.48K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
217+ 0.38% |
$8.21K - $9.55K
|
57.3K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.71K- 1.33% |
$64.6K - $75.1K
|
127K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.2KNew |
$83.2K - $96.8K
|
2.2K
$94.6K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-165- 0.29% |
$6.24K - $7.26K
|
56.5K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.52K- 2.0% |
$247K - $287K
|
320K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
160+ 2.83% |
$6.05K - $7.04K
|
5.81K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
424New |
$16K - $18.7K
|
424
$18.2K
|