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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
183KNew |
$7.52M - $8.41M
|
183K
$7.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129KNew |
$5.28M - $5.91M
|
129K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
102KNew |
$4.2M - $4.7M
|
102K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
75.5KNew |
$3.1M - $3.47M
|
75.5K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
45.1K+ 234.49% |
$1.85M - $2.07M
|
64.3K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.3K+ 1.28% |
$1.24M - $1.39M
|
2.39M
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$1.14M - $1.27M
|
27.7K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.5K+ 17.36% |
$1.13M - $1.26M
|
186K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 7.39% |
$1.13M - $1.26M
|
400K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.5KNew |
$1.05M - $1.17M
|
25.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23.3K+ 76.78% |
$959K - $1.07M
|
53.7K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 4.83% |
$907K - $1.01M
|
479K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.9K+ 0.81% |
$528K - $591K
|
1.6M
$69.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.7KNew |
$480K - $537K
|
11.7K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.4K+ 130.07% |
$468K - $523K
|
20.1K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 24.64% |
$464K - $519K
|
57.1K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10KNew |
$411K - $460K
|
10K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.34K+ 18.24% |
$384K - $429K
|
60.5K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.74K+ 3.03% |
$359K - $401K
|
297K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 3.7% |
$333K - $372K
|
227K
$9.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.8KNew |
$321K - $359K
|
7.8K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.8K+ 5.1% |
$320K - $358K
|
161K
$6.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
7.76KNew |
$319K - $356K
|
7.76K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.53KNew |
$268K - $300K
|
6.53K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.37K+ 64.76% |
$262K - $292K
|
16.2K
$698K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.32K+ 43.15% |
$260K - $290K
|
21K
$904K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14KNew |
$252K - $282K
|
6.14K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.94KNew |
$244K - $273K
|
5.94K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.03KNew |
$207K - $231K
|
5.03K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5KNew |
$205K - $230K
|
5K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.78KNew |
$197K - $220K
|
4.78K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.78KNew |
$196K - $220K
|
4.78K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.43K+ 3.74% |
$182K - $203K
|
123K
$5.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.39KNew |
$180K - $202K
|
4.39K
$189K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.17KNew |
$171K - $192K
|
4.17K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.06K+ 55.12% |
$167K - $186K
|
11.4K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 24.44% |
$165K - $185K
|
20.5K
$883K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.88K+ 4.6% |
$160K - $178K
|
88.3K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.56K+ 65.56% |
$146K - $164K
|
8.99K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.47K+ 32.45% |
$143K - $159K
|
14.2K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.98K+ 49.94% |
$122K - $137K
|
8.95K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.9K+ 2.54% |
$119K - $133K
|
117K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.71K+ 20.04% |
$111K - $124K
|
16.2K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.56K+ 3.21% |
$105K - $118K
|
82.2K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51K+ 9.03% |
$103K - $115K
|
30.3K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.36K+ 2.84% |
$97.1K - $109K
|
85.7K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.34K+ 489.94% |
$96K - $107K
|
2.81K
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.32K+ 32.83% |
$95.4K - $107K
|
9.39K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2.22K+ 1.21% |
$91.1K - $102K
|
186K
$8.01M
|