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 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 30.8% |
$3.22K - $3.74K
|
361
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-5.02K- 12.05% |
$190K - $221K
|
36.6K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.83K+ 72.38% |
$334K - $388K
|
21K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
149+ 0.87% |
$5.64K - $6.56K
|
17.3K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.71K- 41.3% |
$140K - $163K
|
5.28K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.43% |
$3.78K - $4.4K
|
7.09K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
118+ 1.92% |
$4.47K - $5.19K
|
6.28K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 33.7% |
$19.5K - $22.7K
|
1.02K
$43.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.2K- 8.06% |
$1.22M - $1.42M
|
368K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
345+ 2.62% |
$13.1K - $15.2K
|
13.5K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.78K+ 22.55% |
$219K - $255K
|
31.4K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 11.77% |
$95.8K - $112K
|
24.1K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-39- 0.42% |
$1.48K - $1.72K
|
9.35K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
958+ 2.71% |
$36.3K - $42.2K
|
36.3K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-76.7K- 40.4% |
$2.9M - $3.38M
|
113K
$4.87M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 0.42% |
$1.48K - $1.72K
|
9.27K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.56K+ 11.3% |
$96.7K - $113K
|
25.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.34K+ 0.4% |
$240K - $279K
|
1.61M
$69.3M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
93+ 2.85% |
$3.52K - $4.09K
|
3.36K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19.6K- 11.43% |
$743K - $864K
|
152K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 5.55% |
$13.6K - $15.8K
|
6.11K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.09K- 4.72% |
$193K - $224K
|
103K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 3.65% |
$410K - $477K
|
286K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$430K - $500K
|
11.4K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$37.8 - $44
|
12.4K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
332+ 80.78% |
$12.6K - $14.6K
|
743
$32K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 3.67% |
$94.9K - $110K
|
70.8K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5.15K- 38.09% |
$195K - $227K
|
8.37K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-809- 99.88% |
$30.6K - $35.6K
|
1
$43
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
58.1K+ 2.43% |
$2.2M - $2.56M
|
2.44M
$105M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
64.6K+ 115.87% |
$2.44M - $2.84M
|
120K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 4.3% |
$568 - $660
|
364
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.58K+ 14.96% |
$59.7K - $69.5K
|
12.1K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 4.37% |
$343K - $399K
|
216K
$9.31M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.8K- 18.34% |
$144K - $167K
|
16.9K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.31% |
$151 - $176
|
1.29K
$55.6K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
529+ 8.21% |
$20K - $23.3K
|
6.97K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.74KNew |
$104K - $121K
|
2.74K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403New |
$15.2K - $17.7K
|
403
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
10.6K+ 3.1% |
$400K - $466K
|
352K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14+ 2.51% |
$530 - $616
|
571
$24.6K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
532+ 6.84% |
$20.1K - $23.4K
|
8.31K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.26K+ 54.86% |
$275K - $319K
|
20.5K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
217+ 1.82% |
$8.21K - $9.55K
|
12.1K
$522K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.23K+ 12.89% |
$349K - $406K
|
80.8K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-54- 0.91% |
$2.04K - $2.38K
|
5.88K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 21.71% |
$49.1K - $57.1K
|
7.28K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.92K+ 32.11% |
$148K - $172K
|
16.1K
$693K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 10.21% |
$38.2K - $44.4K
|
10.9K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.04K- 5.9% |
$39.4K - $45.8K
|
16.6K
$713K
|