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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
261+ 20.63% |
$8.08K - $10.1K
|
1.53K
$65K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 11.81% |
$2.32K - $2.89K
|
710
$30.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.05K+ 3.67% |
$32.4K - $40.4K
|
29.6K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
12.5KNew |
$388K - $484K
|
12.5K
$534K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.28KNew |
$102K - $127K
|
3.28K
$140K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-777- 19.03% |
$24.1K - $30K
|
3.31K
$141K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-534- 96.22% |
$16.5K - $20.6K
|
21
$895
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
898New |
$27.8K - $34.7K
|
898
$38.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$33.5K - $41.8K
|
1.08K
$46.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.55% |
$61.9 - $77.2
|
364
$15.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$199K - $248K
|
6.44K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$15.4K - $19.1K
|
496
$21.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.75K- 10.73% |
$116K - $145K
|
31.2K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 91.62% |
$62.3K - $77.7K
|
184
$7.84K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.9K- 22.7% |
$89.8K - $112K
|
9.88K
$421K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 1.8% |
$3.72K - $4.63K
|
6.78K
$289K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.1K - $1.23K
|
33
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 31.31% |
$110K - $124K
|
7.27K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.15% |
$963 - $1.08K
|
19.1K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.97K- 37.34% |
$132K - $148K
|
6.66K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.4K- 57.54% |
$545K - $613K
|
12.1K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
345New |
$11.5K - $12.9K
|
345
$14.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.07KNew |
$268K - $301K
|
8.07K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.68K- 60.3% |
$55.7K - $62.7K
|
1.1K
$47K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-71.3KClosed |
$2.37M - $2.66M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345KNew |
$11.4M - $12.9M
|
345K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
192+ 1.44% |
$6.38K - $7.18K
|
13.5K
$574K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.75K- 51.68% |
$224K - $252K
|
6.31K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
985New |
$32.7K - $36.8K
|
985
$42K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.7K- 54.12% |
$487K - $548K
|
12.4K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-453- 51.42% |
$15K - $16.9K
|
428
$18.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 49.66% |
$2.39K - $2.69K
|
73
$3.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.3K- 54.73% |
$542K - $610K
|
13.5K
$576K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 50.54% |
$897K - $1.01M
|
26.4K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.33K- 59.27% |
$177K - $199K
|
3.66K
$156K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.28K- 38.02% |
$208K - $235K
|
10.2K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21K- 46.63% |
$699K - $786K
|
24.1K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18New |
$598 - $673
|
18
$767
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 51.76% |
$3.42K - $3.85K
|
96
$4.09K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$33.2 - $37.4
|
2.71K
$116K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-556- 52.55% |
$18.5K - $20.8K
|
502
$21.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.36K- 50.05% |
$78.2K - $88K
|
2.35K
$100K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.6K- 45.81% |
$420K - $473K
|
15K
$637K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.93K- 16.49% |
$197K - $221K
|
30K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.3K- 52.56% |
$574K - $646K
|
15.6K
$664K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$664 - $747
|
20
$852
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
244+ 1.21% |
$8.1K - $9.12K
|
20.4K
$867K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 10.03% |
$34.5K - $38.8K
|
9.32K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 13.4% |
$44.6K - $50.2K
|
8.67K
$369K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.59K- 43.69% |
$186K - $209K
|
7.21K
$307K
|
|