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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.18K- 13.56% |
$44.7K - $51.9K
|
7.52K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7K+ 49.43% |
$265K - $308K
|
21.2K
$910K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-47- 0.43% |
$1.78K - $2.07K
|
10.9K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.86K- 7.64% |
$184K - $214K
|
58.7K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 43.42% |
$1.25K - $1.45K
|
109
$4.69K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.2K- 19.73% |
$197K - $229K
|
21.1K
$909K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
58+ 3.43% |
$2.19K - $2.55K
|
1.75K
$75.2K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
980+ 3.14% |
$37.1K - $43.1K
|
32.2K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.34K- 2.58% |
$88.7K - $103K
|
88.4K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.07% |
$75.7 - $88
|
2.83K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
773+ 1.18% |
$29.3K - $34K
|
66K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.21K- 67.23% |
$83.7K - $97.4K
|
1.08K
$46.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.62% |
$1.48K - $1.72K
|
6.27K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.02K- 1.63% |
$114K - $133K
|
183K
$7.86M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 2.54% |
$227 - $264
|
242
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4.94K+ 9.05% |
$187K - $217K
|
59.5K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.35K- 5.18% |
$240K - $280K
|
116K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-609- 2.97% |
$23K - $26.8K
|
19.9K
$855K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.68KNew |
$101K - $118K
|
2.68K
$115K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5.58K- 11.28% |
$211K - $246K
|
43.9K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.85KNew |
$184K - $213K
|
4.85K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$7.57K - $8.8K
|
200
$8.6K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
144+ 2.01% |
$5.45K - $6.34K
|
7.29K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-269- 20.27% |
$10.2K - $11.8K
|
1.06K
$45.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.43K- 8.03% |
$92.1K - $107K
|
27.9K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.1K- 1.52% |
$383K - $445K
|
656K
$28.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28K- 48.48% |
$1.06M - $1.23M
|
29.7K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 62.13% |
$675K - $785K
|
46.6K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-566- 3.87% |
$21.4K - $24.9K
|
14.1K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
498+ 1.0% |
$18.8K - $21.9K
|
50.1K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-280- 1.59% |
$10.6K - $12.3K
|
17.4K
$747K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
203+ 1.77% |
$7.68K - $8.94K
|
11.6K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 6.0% |
$53.6K - $62.4K
|
22.2K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.94K- 4.94% |
$300K - $349K
|
153K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-184- 1.69% |
$6.96K - $8.1K
|
10.7K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
10.1K+ 62.23% |
$382K - $444K
|
26.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 0.42% |
$41.7K - $48.6K
|
265K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.03K+ 8.79% |
$38.9K - $45.2K
|
12.7K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.14% |
$189 - $220
|
3.62K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$10.1K - $11.8K
|
268
$11.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.28% |
$568 - $660
|
5.45K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.03% |
$75.7 - $88
|
7.03K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 15.32% |
$56.4K - $65.6K
|
11.2K
$482K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.4K- 17.89% |
$52.8K - $61.4K
|
6.4K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
770+ 13.85% |
$29.1K - $33.9K
|
6.33K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1.67M - $1.95M
|
44.2K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.84K+ 29.77% |
$69.5K - $80.9K
|
8.01K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.53K+ 5.1% |
$95.6K - $111K
|
52.1K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
605New |
$22.9K - $26.6K
|
605
$26K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
205+ 2.46% |
$7.76K - $9.02K
|
8.54K
$367K
|