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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.59K+ 1.42% |
$136K - $158K
|
257K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 4.68% |
$107K - $124K
|
63K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81K+ 100.0% |
$106K - $124K
|
5.63K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.79K+ 4.81% |
$106K - $123K
|
60.9K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.74KNew |
$104K - $121K
|
2.74K
$114K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.68KNew |
$101K - $118K
|
2.68K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 1.32% |
$97.1K - $113K
|
198K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.56K+ 5.5% |
$96.9K - $113K
|
49.1K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.56K+ 11.3% |
$96.7K - $113K
|
25.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 11.77% |
$95.8K - $112K
|
24.1K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.53K+ 26.94% |
$95.7K - $111K
|
11.9K
$498K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.53K+ 5.1% |
$95.6K - $111K
|
52.1K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 3.67% |
$94.9K - $110K
|
70.8K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 13.13% |
$94.6K - $110K
|
21.5K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.43K+ 3.52% |
$92.1K - $107K
|
71.7K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.36K+ 52.25% |
$89.3K - $104K
|
6.88K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.24K+ 28.64% |
$84.6K - $98.4K
|
10K
$419K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.2KNew |
$83.2K - $96.8K
|
2.2K
$91.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 9.97% |
$79.1K - $92K
|
23.1K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.03K+ 1.55% |
$76.8K - $89.4K
|
133K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2K+ 22.37% |
$75.8K - $88.1K
|
11K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.84K+ 29.77% |
$69.5K - $80.9K
|
8.01K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.58K+ 7.21% |
$59.7K - $69.5K
|
23.5K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.58K+ 14.96% |
$59.7K - $69.5K
|
12.1K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 15.32% |
$56.4K - $65.6K
|
11.2K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.43K+ 15.66% |
$54K - $62.8K
|
10.5K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36K+ 6.59% |
$51.6K - $60K
|
22.1K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.35K+ 7.15% |
$51.1K - $59.5K
|
20.2K
$845K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 21.71% |
$49.1K - $57.1K
|
7.28K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 0.42% |
$41.7K - $48.6K
|
265K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 6.83% |
$39.1K - $45.5K
|
16.2K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.03K+ 8.79% |
$38.9K - $45.2K
|
12.7K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.02K+ 2.58% |
$38.7K - $45K
|
40.6K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 10.21% |
$38.2K - $44.4K
|
10.9K
$454K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
980+ 3.14% |
$37.1K - $43.1K
|
32.2K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
959+ 2.87% |
$36.3K - $42.2K
|
34.4K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
958+ 2.71% |
$36.3K - $42.2K
|
36.3K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
875+ 42.07% |
$33.1K - $38.5K
|
2.96K
$123K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
849New |
$32.1K - $37.4K
|
849
$35.4K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
773+ 1.18% |
$29.3K - $34K
|
66K
$2.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
770+ 13.85% |
$29.1K - $33.9K
|
6.33K
$264K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
680+ 1.22% |
$25.7K - $29.9K
|
56.2K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
660+ 3.42% |
$25K - $29.1K
|
20K
$833K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
605New |
$22.9K - $26.6K
|
605
$25.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
584+ 6.23% |
$22.1K - $25.7K
|
9.95K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
532+ 6.84% |
$20.1K - $23.4K
|
8.31K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
529+ 8.21% |
$20K - $23.3K
|
6.97K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
507+ 2.33% |
$19.2K - $22.3K
|
22.2K
$928K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
506+ 1.13% |
$19.1K - $22.3K
|
45.1K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
505+ 5.43% |
$19.1K - $22.2K
|
9.81K
$409K
|