Latest Institutional Purchases of Ishares Esg Aware Msci Usa Sma (ESML)
This list provides information on the latest institutional transactions involving Ishares Esg Aware Msci Usa Sma (ESML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
205K+ 127945.63% |
$6.85M - $8.46M
|
205K
$8.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
88.3K+ 16.48% |
$2.95M - $3.65M
|
624K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80K+ 10.0% |
$2.68M - $3.31M
|
880K
$36.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
74.1K+ 260.0% |
$2.48M - $3.06M
|
103K
$4.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
66.3K+ 38994.71% |
$2.22M - $2.74M
|
66.5K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
54.8KNew |
$1.83M - $2.27M
|
54.8K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50.8K+ 47.89% |
$1.7M - $2.1M
|
157K
$6.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.6K+ 3.07% |
$1.49M - $1.84M
|
1.5M
$62.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.5K+ 8.28% |
$1.39M - $1.71M
|
542K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 15.36% |
$1.11M - $1.37M
|
250K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 16.87% |
$1.09M - $1.35M
|
225K
$9.45M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
30.6K+ 83.22% |
$1.02M - $1.26M
|
67.3K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.1K+ 7.22% |
$974K - $1.2M
|
432K
$18.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26K+ 9.82% |
$871K - $1.08M
|
291K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
26KNew |
$869K - $1.07M
|
26K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
25.6K+ 3.9% |
$857K - $1.06M
|
682K
$28.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
25.1K+ 11.31% |
$841K - $1.04M
|
247K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 6.52% |
$802K - $991K
|
392K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.4KNew |
$681K - $841K
|
20.4K
$853K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.1KNew |
$672K - $831K
|
20.1K
$842K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.2K+ 232.19% |
$609K - $752K
|
26K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17.3K+ 237.58% |
$579K - $715K
|
24.6K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17K+ 13.35% |
$567K - $701K
|
144K
$6.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 7.05% |
$564K - $696K
|
256K
$10.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$548K - $677K
|
16.4K
$687K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
15.5K+ 13.31% |
$518K - $640K
|
132K
$5.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
12.9K+ 117.56% |
$431K - $532K
|
23.8K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 1.18% |
$423K - $522K
|
1.08M
$45.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 2.61% |
$389K - $480K
|
458K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.6K+ 19.98% |
$389K - $480K
|
69.8K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
11.1KNew |
$372K - $460K
|
11.1K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
10.9K+ 17.68% |
$365K - $450K
|
72.5K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.3KNew |
$344K - $425K
|
10.3K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.81K+ 28.51% |
$328K - $405K
|
44.2K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.05KNew |
$303K - $374K
|
9.05K
$379K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.98KNew |
$301K - $371K
|
8.98K
$376K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.77K+ 44.13% |
$293K - $362K
|
28.6K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.66K+ 12.57% |
$290K - $358K
|
77.6K
$3.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.57K+ 7.75% |
$287K - $354K
|
119K
$5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.56K+ 45.71% |
$286K - $354K
|
27.3K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.32KNew |
$278K - $344K
|
8.32K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$275K - $340K
|
8.23K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7.75K+ 36.63% |
$259K - $320K
|
28.9K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$253K - $313K
|
7.58K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.48K+ 9.18% |
$250K - $309K
|
88.9K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.46K+ 5.6% |
$250K - $308K
|
141K
$5.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.23KNew |
$242K - $299K
|
7.23K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.16KNew |
$239K - $296K
|
7.16K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.63K+ 55.58% |
$222K - $274K
|
18.5K
$777K
|