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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.1KNew |
$672K - $831K
|
20.1K
$839K
|
|
|
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
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.3KNew |
$344K - $425K
|
10.3K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.98KNew |
$301K - $371K
|
8.98K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.66K+ 12.57% |
$290K - $358K
|
77.6K
$3.24M
|
|
|
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
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$275K - $340K
|
8.23K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.51K+ 5.77% |
$218K - $269K
|
119K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.51KNew |
$218K - $269K
|
6.51K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 4.16% |
$216K - $267K
|
162K
$6.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.19KNew |
$174K - $215K
|
5.19K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.5K+ 3.31% |
$117K - $145K
|
109K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.16K+ 22.55% |
$106K - $130K
|
17.2K
$716K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.74K+ 4.0% |
$91.6K - $113K
|
71.1K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 3.86% |
$75.2K - $92.9K
|
60.5K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.98K+ 25.61% |
$66.1K - $81.7K
|
9.69K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.93K+ 1.79% |
$64.6K - $79.8K
|
110K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.85K+ 6.55% |
$61.8K - $76.4K
|
30.1K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 2.09% |
$61.1K - $75.4K
|
89.2K
$3.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 7.14% |
$57.4K - $70.9K
|
25.8K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.52K+ 20.22% |
$50.8K - $62.8K
|
9.03K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.44K+ 9.39% |
$48.1K - $59.4K
|
16.7K
$699K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 13.79% |
$43.4K - $53.6K
|
10.7K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.02K+ 14.6% |
$34.3K - $42.3K
|
8.04K
$336K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$105K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 4.96% |
$25.5K - $31.5K
|
16.1K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
591+ 8.24% |
$19.8K - $24.4K
|
7.76K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
544+ 12.15% |
$18.2K - $22.5K
|
5.02K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
467New |
$15.6K - $19.3K
|
467
$19.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
379+ 2.34% |
$12.7K - $15.7K
|
16.6K
$692K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
347+ 1.54% |
$11.6K - $14.3K
|
22.8K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200+ 74.91% |
$6.69K - $8.27K
|
467
$19.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142+ 0.66% |
$4.75K - $5.87K
|
21.8K
$910K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
134+ 1.24% |
$4.48K - $5.54K
|
10.9K
$456K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
94+ 0.58% |
$3.15K - $3.89K
|
16.3K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73+ 1.23% |
$2.44K - $3.02K
|
6.02K
$251K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.17% |
$1.71K - $2.11K
|
30K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36New |
$1.2K - $1.49K
|
36
$1.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 0.6% |
$1.17K - $1.45K
|
5.87K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$1.04K - $1.28K
|
31
$1.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.28% |
$803 - $992
|
8.57K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.42% |
$669 - $827
|
1.43K
$59.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
19+ 0.29% |
$636 - $785
|
6.57K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.2% |
$402 - $496
|
6.15K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.04% |
$100 - $124
|
8.43K
$352K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 23.22% |
$4.57M - $5.32M
|
641K
$26.8M
|
|