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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.4K- 9.23% |
$53.4K - $59.1K
|
13.8K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
297+ 5.24% |
$11.3K - $12.5K
|
5.97K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.72% |
$1.79K - $1.98K
|
6.48K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-375- 1.04% |
$14.3K - $15.8K
|
35.6K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127- 1.35% |
$4.83K - $5.34K
|
9.31K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.66% |
$1.9K - $2.1K
|
7.47K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.46K- 2.84% |
$55.4K - $61.3K
|
49.8K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-295- 3.86% |
$11.2K - $12.4K
|
7.36K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-261- 1.95% |
$9.93K - $11K
|
13.1K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.23K+ 3.97% |
$123K - $136K
|
84.4K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 37.19% |
$79.4K - $87.8K
|
7.7K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.1K+ 18.54% |
$1.72M - $1.9M
|
288K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.45KNew |
$321K - $355K
|
8.45K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.9K- 51.93% |
$148K - $164K
|
3.61K
$154K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
26+ 1.53% |
$989 - $1.09K
|
1.72K
$73.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.51K+ 14.74% |
$57.3K - $63.4K
|
11.7K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 4.76% |
$53.8K - $59.5K
|
28.3K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 0.21% |
$532 - $589
|
6.68K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 11.9% |
$510K - $564K
|
126K
$5.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$190K - $210K
|
5K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-852- 7.82% |
$32.4K - $35.8K
|
10K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.79K- 31.92% |
$106K - $117K
|
5.94K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.74K+ 2.41% |
$142K - $157K
|
159K
$6.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
20.3K+ 71.25% |
$773K - $855K
|
48.9K
$2.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$38 - $42.1
|
143
$6.09K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-132- 0.8% |
$5.02K - $5.55K
|
16.3K
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
72+ 0.67% |
$2.74K - $3.03K
|
10.7K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
468+ 17.54% |
$17.8K - $19.7K
|
3.14K
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.18K+ 5.1% |
$121K - $134K
|
65.5K
$2.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
112New |
$4.26K - $4.71K
|
112
$4.77K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 8.24% |
$3.84K - $4.25K
|
1.33K
$56.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-280- 2.79% |
$10.6K - $11.8K
|
9.76K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 7.39% |
$1.13M - $1.25M
|
372K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 8.36% |
$54.1K - $59.8K
|
15.6K
$664K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 10.88% |
$381K - $421K
|
102K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-369- 0.87% |
$14K - $15.5K
|
42.1K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.4K+ 31.71% |
$91.2K - $101K
|
9.96K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.28K+ 3425.97% |
$201K - $222K
|
5.43K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-964- 1.69% |
$36.7K - $40.5K
|
56K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
456+ 0.62% |
$17.3K - $19.2K
|
73.6K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.47K+ 3.01% |
$56K - $61.9K
|
50.4K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.8% |
$34K - $37.6K
|
50.6K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
293+ 1.72% |
$11.1K - $12.3K
|
17.4K
$740K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 9.05% |
$236K - $261K
|
62.3K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6+ 0.1% |
$228 - $252
|
6.13K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-173- 1.73% |
$6.58K - $7.28K
|
9.84K
$419K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.2K+ 5.19% |
$160K - $177K
|
85K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.25% |
$532 - $589
|
5.65K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 7.87% |
$20K - $22.2K
|
6.17K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-227- 2.54% |
$8.63K - $9.55K
|
8.7K
$370K
|