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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.26% |
$171K - $189K
|
59K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.2K+ 5.19% |
$160K - $177K
|
85K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.05K+ 5.34% |
$154K - $171K
|
80K
$3.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.99K+ 3.86% |
$152K - $168K
|
107K
$4.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.88K+ 6.74% |
$148K - $163K
|
61.4K
$2.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.74K+ 2.41% |
$142K - $157K
|
159K
$6.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.23K+ 3.97% |
$123K - $136K
|
84.4K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.22KNew |
$122K - $135K
|
3.22K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.22K+ 1.09% |
$122K - $135K
|
299K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3.18KNew |
$121K - $134K
|
3.18K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.18K+ 5.1% |
$121K - $134K
|
65.5K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.06K+ 5.41% |
$116K - $129K
|
59.6K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.04K+ 11.94% |
$116K - $128K
|
28.5K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 11.84% |
$115K - $127K
|
28.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.77K+ 76.48% |
$105K - $117K
|
6.39K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.53K+ 4.57% |
$96.1K - $106K
|
57.8K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.41K+ 0.96% |
$91.6K - $101K
|
253K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.4K+ 31.71% |
$91.2K - $101K
|
9.96K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.24KNew |
$85.1K - $94.1K
|
2.24K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 8.36% |
$83.9K - $92.8K
|
28.6K
$1.22M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.2K+ 16.78% |
$83.5K - $92.4K
|
15.3K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.11K+ 2.32% |
$80.1K - $88.5K
|
92.8K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 37.19% |
$79.4K - $87.8K
|
7.7K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.07K+ 8.7% |
$78.8K - $87.1K
|
25.9K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.01K+ 4.64% |
$76.6K - $84.7K
|
45.4K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 22.05% |
$76.3K - $84.4K
|
11.1K
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 12.56% |
$67.1K - $74.2K
|
15.8K
$674K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.56K+ 4.38% |
$59.3K - $65.5K
|
37.1K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.51K+ 14.74% |
$57.3K - $63.4K
|
11.7K
$500K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.47K+ 3.01% |
$56K - $61.9K
|
50.4K
$2.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.42KNew |
$53.9K - $59.6K
|
1.42K
$60.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37K+ 4.89% |
$51.9K - $57.4K
|
29.3K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.28K+ 4.36% |
$48.7K - $53.8K
|
30.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.19K+ 48.3% |
$45.3K - $50.1K
|
3.66K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.03K+ 16.34% |
$39.1K - $43.2K
|
7.31K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
998+ 1782.14% |
$38K - $42K
|
1.05K
$44.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
932+ 0.05% |
$35.4K - $39.2K
|
2.01M
$85.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.8% |
$34K - $37.6K
|
50.6K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
873+ 11.19% |
$33.2K - $36.7K
|
8.67K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
872+ 0.22% |
$33.2K - $36.7K
|
395K
$16.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
853+ 8.02% |
$32.4K - $35.9K
|
11.5K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
843+ 6.62% |
$32.1K - $35.5K
|
13.6K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
809+ 3.96% |
$30.8K - $34K
|
21.2K
$905K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
767+ 1.22% |
$29.2K - $32.3K
|
63.7K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
669New |
$25.4K - $28.1K
|
669
$28.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
622New |
$23.7K - $26.2K
|
622
$26.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
621+ 2.76% |
$23.6K - $26.1K
|
23.1K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
596+ 31.07% |
$22.7K - $25.1K
|
2.51K
$107K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
585+ 9.35% |
$22.2K - $24.6K
|
6.84K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
563+ 2.07% |
$21.4K - $23.7K
|
27.8K
$1.18M
|