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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
498+ 1.0% |
$18.8K - $21.9K
|
50.1K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
424New |
$16K - $18.7K
|
424
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403New |
$15.2K - $17.7K
|
403
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
363+ 4.21% |
$13.7K - $16K
|
9K
$375K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
345+ 2.62% |
$13.1K - $15.2K
|
13.5K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
332+ 80.78% |
$12.6K - $14.6K
|
743
$31K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
324+ 3.67% |
$12.3K - $14.3K
|
9.16K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$10.1K - $11.8K
|
268
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
217+ 0.38% |
$8.21K - $9.55K
|
57.3K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
217+ 1.82% |
$8.21K - $9.55K
|
12.1K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
205+ 2.46% |
$7.76K - $9.02K
|
8.54K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
203+ 1.77% |
$7.68K - $8.94K
|
11.6K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$7.57K - $8.8K
|
200
$8.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
183+ 1.97% |
$6.92K - $8.06K
|
9.45K
$395K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
178+ 3.05% |
$6.74K - $7.84K
|
6.02K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
160+ 2.83% |
$6.05K - $7.04K
|
5.81K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
155+ 1.13% |
$5.87K - $6.82K
|
13.9K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
149+ 0.87% |
$5.64K - $6.56K
|
17.3K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
144+ 2.01% |
$5.45K - $6.34K
|
7.29K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
130+ 0.64% |
$4.92K - $5.72K
|
20.4K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
118+ 1.92% |
$4.47K - $5.19K
|
6.28K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.43% |
$3.78K - $4.4K
|
7.09K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
100+ 0.97% |
$3.78K - $4.4K
|
10.4K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
93+ 2.85% |
$3.52K - $4.09K
|
3.36K
$140K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
87+ 11.48% |
$3.29K - $3.83K
|
845
$35.3K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 30.8% |
$3.22K - $3.74K
|
361
$15.1K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
81+ 4.94% |
$3.07K - $3.57K
|
1.72K
$71.8K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 29.41% |
$2.84K - $3.3K
|
330
$13.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 6.11% |
$2.61K - $3.04K
|
1.2K
$50K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.67% |
$2.46K - $2.86K
|
9.83K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
58+ 3.43% |
$2.19K - $2.55K
|
1.75K
$73K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
53+ 0.26% |
$2.01K - $2.33K
|
20.2K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
42+ 3.59% |
$1.59K - $1.85K
|
1.21K
$50.6K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 0.42% |
$1.48K - $1.72K
|
9.27K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 43.42% |
$1.25K - $1.45K
|
109
$4.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
32+ 0.27% |
$1.21K - $1.41K
|
12.1K
$504K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 16.13% |
$946 - $1.1K
|
180
$7.51K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.25% |
$605 - $704
|
6.51K
$272K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.13% |
$605 - $704
|
12.8K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 4.3% |
$568 - $660
|
364
$15.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.28% |
$568 - $660
|
5.45K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14+ 2.51% |
$530 - $616
|
571
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.18% |
$454 - $528
|
6.7K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12+ 0.18% |
$454 - $528
|
6.54K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$303 - $352
|
3.21K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7+ 0.19% |
$265 - $308
|
3.68K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 2.54% |
$227 - $264
|
242
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.15% |
$189 - $220
|
439
$18.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.14% |
$189 - $220
|
3.62K
$151K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.31% |
$151 - $176
|
1.29K
$54K
|