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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
111K+ 5.43% |
$4.19M - $4.87M
|
2.15M
$89.8M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
104K+ 88.18% |
$3.94M - $4.58M
|
222K
$9.27M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
64.6K+ 115.87% |
$2.44M - $2.84M
|
120K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
58.1K+ 2.43% |
$2.2M - $2.56M
|
2.44M
$102M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 362.15% |
$1.88M - $2.19M
|
63.4K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1.67M - $1.95M
|
44.2K
$1.85M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
36.8KNew |
$1.39M - $1.62M
|
36.8K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.9K+ 1.61% |
$979K - $1.14M
|
1.63M
$68M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8K+ 46.35% |
$976K - $1.14M
|
81.4K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 1.76% |
$953K - $1.11M
|
1.45M
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.3K+ 5.86% |
$845K - $982K
|
403K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 16.79% |
$817K - $950K
|
150K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.6K+ 4.5% |
$816K - $949K
|
501K
$20.9M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.4K+ 3.56% |
$697K - $811K
|
536K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 62.13% |
$675K - $785K
|
46.6K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.3K+ 1.54% |
$615K - $716K
|
1.07M
$44.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.6KNew |
$590K - $686K
|
15.6K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 3.53% |
$589K - $686K
|
456K
$19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
13.9K+ 15.09% |
$526K - $612K
|
106K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$508K - $591K
|
13.4K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$430K - $500K
|
11.4K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
10.6K+ 3.1% |
$400K - $466K
|
352K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 2.43% |
$400K - $465K
|
446K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
10.1K+ 62.23% |
$382K - $444K
|
26.3K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.23K+ 12.89% |
$349K - $406K
|
80.8K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 4.37% |
$343K - $399K
|
216K
$9.03M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.83K+ 72.38% |
$334K - $388K
|
21K
$877K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.69K+ 2.84% |
$329K - $383K
|
314K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.52K+ 26.11% |
$322K - $375K
|
41.2K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
8.37K+ 8.18% |
$317K - $368K
|
111K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.89K+ 27.71% |
$299K - $347K
|
36.4K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.73K+ 4.17% |
$292K - $340K
|
193K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 2739.86% |
$286K - $333K
|
7.84K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.26K+ 54.86% |
$275K - $319K
|
20.5K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7K+ 49.43% |
$265K - $308K
|
21.2K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.34K+ 0.4% |
$240K - $279K
|
1.61M
$67.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$229K - $266K
|
6.05K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.92KNew |
$224K - $260K
|
5.92K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.78K+ 22.55% |
$219K - $255K
|
31.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.71KNew |
$216K - $251K
|
5.71K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32K+ 8.79% |
$201K - $234K
|
65.9K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.31K+ 10.05% |
$201K - $234K
|
58.1K
$2.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.27K+ 8.19% |
$199K - $232K
|
69.6K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4.94K+ 9.05% |
$187K - $217K
|
59.5K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.85KNew |
$184K - $213K
|
4.85K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.82K+ 2.91% |
$182K - $212K
|
171K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.56K+ 8.5% |
$173K - $201K
|
58.3K
$2.43M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.44K+ 7.75% |
$168K - $195K
|
61.6K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 14.42% |
$167K - $194K
|
35K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.92K+ 32.11% |
$148K - $172K
|
16.1K
$672K
|