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 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-616- 1.04% |
$23.4K - $25.9K
|
58.5K
$2.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-230- 2.6% |
$8.75K - $9.67K
|
8.62K
$367K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
36+ 0.57% |
$1.37K - $1.51K
|
6.34K
$270K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.88K+ 6.74% |
$148K - $163K
|
61.4K
$2.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37KNew |
$204K - $226K
|
5.37K
$229K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
18+ 0.34% |
$685 - $757
|
5.37K
$229K
|
|
| Q2 2024 | |||||||
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.97KClosed |
$295K - $318K
|
0
$0
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.22K- 5.7% |
$82.1K - $88.7K
|
36.7K
$1.57M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
937New |
$34.7K - $37.4K
|
937
$39.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.67KNew |
$136K - $147K
|
3.67K
$157K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
747New |
$27.6K - $29.9K
|
747
$31.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.5K+ 735.54% |
$1.94M - $2.1M
|
59.7K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.24KNew |
$342K - $369K
|
9.24K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
460K+ 326.7% |
$17M - $18.4M
|
601K
$25.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24- 0.19% |
$888 - $959
|
12.8K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38K+ 2.05% |
$87.9K - $95K
|
118K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
708New |
$26.2K - $28.3K
|
708
$30.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 7.65% |
$8.95K - $9.67K
|
2.92K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-57- 98.28% |
$2.11K - $2.28K
|
1
$42.6
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-569- 5.52% |
$21K - $22.7K
|
9.74K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
411New |
$15.2K - $16.4K
|
411
$17.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.44K+ 19.42% |
$53.2K - $57.5K
|
8.85K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
433New |
$16K - $17.3K
|
433
$18.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 4.03% |
$10.4K - $11.2K
|
6.68K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-40- 0.42% |
$1.48K - $1.6K
|
9.38K
$400K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$421K - $454K
|
11.4K
$485K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
500+ 5.62% |
$18.5K - $20K
|
9.39K
$400K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
314New |
$11.6K - $12.5K
|
314
$13.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.3KNew |
$419K - $452K
|
11.3K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
281+ 44.32% |
$10.4K - $11.2K
|
915
$39K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 160.0% |
$1.78K - $1.92K
|
78
$3.32K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14New |
$518 - $559
|
14
$597
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21+ 12.21% |
$777 - $839
|
193
$8.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 0.24% |
$555 - $599
|
6.23K
$266K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.11% |
$37 - $40
|
889
$37.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 1.61% |
$3.7K - $4K
|
6.32K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
74New |
$2.74K - $2.96K
|
74
$3.15K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 54.44% |
$540K - $584K
|
12.2K
$521K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.32K- 45.33% |
$86K - $92.9K
|
2.8K
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288+ 40.0% |
$10.7K - $11.5K
|
1.01K
$43K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.47KNew |
$239K - $258K
|
6.47K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.02% |
$37 - $40
|
4.23K
$180K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
476+ 5.09% |
$17.6K - $19K
|
9.83K
$419K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 81.97% |
$5.55K - $5.99K
|
33
$1.41K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 35.0% |
$259 - $280
|
27
$1.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
475New |
$17.6K - $19K
|
475
$20.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-227- 1.92% |
$8.4K - $9.07K
|
11.6K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.95K+ 58.69% |
$146K - $158K
|
10.7K
$455K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.55KNew |
$205K - $222K
|
5.55K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.39% |
$8.06K - $8.71K
|
3.83K
$163K
|
|