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 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.31KNew |
$202K - $223K
|
5.31K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31+ 0.05% |
$1.18K - $1.3K
|
67K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 18.23% |
$67.5K - $74.6K
|
7.96K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 10.65% |
$68K - $75.2K
|
15K
$639K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 19.16% |
$6.58K - $7.28K
|
730
$31.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
292+ 0.35% |
$11.1K - $12.3K
|
83.4K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
22+ 0.32% |
$837 - $925
|
6.86K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
476+ 6.56% |
$18.1K - $20K
|
7.73K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.05% |
$228 - $252
|
12.8K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.71% |
$43.7K - $48.4K
|
23.3K
$991K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$152 - $168
|
1.64K
$69.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.03K+ 16.34% |
$39.1K - $43.2K
|
7.31K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 1.29% |
$4.07K - $4.5K
|
8.42K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 20.75% |
$542K - $600K
|
83K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-323- 3.56% |
$12.3K - $13.6K
|
8.75K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-30.7K- 36.09% |
$1.17M - $1.29M
|
54.4K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
434+ 5.05% |
$16.5K - $18.3K
|
9.03K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.77K+ 76.48% |
$105K - $117K
|
6.39K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.32K- 1.64% |
$50.4K - $55.7K
|
79.6K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-370- 6.14% |
$14.1K - $15.6K
|
5.65K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
767+ 1.22% |
$29.2K - $32.3K
|
63.7K
$2.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.32% |
$76.1 - $84.1
|
623
$26.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$62.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
66.3KNew |
$2.52M - $2.79M
|
66.3K
$2.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.3K+ 2.38% |
$1.23M - $1.36M
|
1.39M
$59.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.42KNew |
$53.9K - $59.6K
|
1.42K
$60.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.37K- 12.58% |
$166K - $184K
|
30.3K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 26.52% |
$221K - $245K
|
16.1K
$687K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
490+ 7.45% |
$18.6K - $20.6K
|
7.07K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-77- 1.33% |
$2.93K - $3.24K
|
5.73K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.04K- 2.28% |
$39.6K - $43.7K
|
44.7K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
391+ 5.15% |
$14.9K - $16.4K
|
7.99K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02K- 22.35% |
$76.7K - $84.8K
|
7.01K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
184+ 0.84% |
$7K - $7.74K
|
22.1K
$940K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
621+ 2.76% |
$23.6K - $26.1K
|
23.1K
$986K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
528+ 2.82% |
$20.1K - $22.2K
|
19.2K
$820K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.66% |
$7.04K - $7.78K
|
27.7K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
347+ 1.54% |
$13.2K - $14.6K
|
22.8K
$973K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-544- 3.2% |
$20.7K - $22.9K
|
16.5K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-535- 0.47% |
$20.3K - $22.5K
|
114K
$4.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.57K- 27.38% |
$97.8K - $108K
|
6.82K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
541+ 6.03% |
$20.6K - $22.8K
|
9.52K
$406K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37K+ 4.89% |
$51.9K - $57.4K
|
29.3K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.77KNew |
$295K - $327K
|
7.77K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
480+ 3.65% |
$18.3K - $20.2K
|
13.6K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 7.74% |
$58.2K - $64.4K
|
18.3K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.46K- 2.63% |
$55.6K - $61.5K
|
54.1K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
585+ 9.35% |
$22.2K - $24.6K
|
6.84K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.99K+ 3.86% |
$152K - $168K
|
107K
$4.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 0.89% |
$4.53K - $5.01K
|
13.5K
$576K
|