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 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124+ 0.34% |
$4.5K - $4.99K
|
36.9K
$1.41M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
115+ 1.88% |
$4.18K - $4.63K
|
6.25K
$239K
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
92+ 0.48% |
$3.34K - $3.7K
|
19.5K
$746K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 1.07% |
$3.02K - $3.34K
|
7.87K
$301K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 42.7% |
$2.76K - $3.06K
|
254
$9.73K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
50+ 0.36% |
$1.82K - $2.01K
|
14K
$536K
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
46+ 0.44% |
$1.67K - $1.85K
|
10.4K
$399K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
45+ 0.73% |
$1.63K - $1.81K
|
6.24K
$239K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
42+ 0.32% |
$1.53K - $1.69K
|
13.3K
$511K
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
38+ 0.25% |
$1.38K - $1.53K
|
15.4K
$591K
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
38+ 0.57% |
$1.38K - $1.53K
|
6.73K
$258K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 22.86% |
$1.16K - $1.29K
|
172
$6.59K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27+ 0.63% |
$981 - $1.09K
|
4.31K
$165K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 0.1% |
$981 - $1.09K
|
28.4K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 3.09% |
$908 - $1.01K
|
833
$31.9K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
20+ 0.27% |
$727 - $805
|
7.4K
$283K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.27% |
$618 - $685
|
6.41K
$245K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 0.27% |
$618 - $685
|
6.34K
$243K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
16+ 45.71% |
$581 - $644
|
51
$1.95K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14+ 0.16% |
$509 - $564
|
8.85K
$339K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14+ 0.26% |
$509 - $564
|
5.34K
$204K
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.18% |
$436 - $483
|
6.73K
$258K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11+ 122.22% |
$400 - $443
|
20
$766
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$400 - $443
|
9.96K
$382K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7+ 0.29% |
$254 - $282
|
2.46K
$94.3K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.24% |
$218 - $242
|
2.47K
$94.5K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$182 - $201
|
1.94K
$74.4K
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.03% |
$145 - $161
|
12.9K
$495K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4+ 0.06% |
$145 - $161
|
7.06K
$270K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.22% |
$145 - $161
|
1.83K
$70.1K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.28% |
$72.7 - $80.5
|
719
$27.5K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.18% |
$72.7 - $80.5
|
1.11K
$42.4K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$72.7 - $80.5
|
18.7K
$715K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.01% |
$36.3 - $40.3
|
7.52K
$288K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$36.3 - $40.3
|
424
$16.2K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$36.3 - $40.3
|
523
$20K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
164KNew |
$5.09M - $6.34M
|
164K
$6.29M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45.3K+ 89.53% |
$1.4M - $1.75M
|
96K
$3.68M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32KNew |
$991K - $1.24M
|
32K
$1.23M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
25.7K+ 67.61% |
$797K - $993K
|
63.8K
$2.44M
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$617K - $769K
|
19.9K
$764K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.7K+ 118.01% |
$611K - $761K
|
36.4K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.8KNew |
$396K - $494K
|
12.8K
$490K
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
12.5KNew |
$388K - $484K
|
12.5K
$480K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.39KNew |
$291K - $362K
|
9.39K
$360K
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.36KNew |
$228K - $284K
|
7.36K
$282K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$199K - $248K
|
6.44K
$247K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 28.08% |
$172K - $214K
|
25.3K
$970K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.43KNew |
$168K - $210K
|
5.43K
$208K
|