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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.07% |
$75.7 - $88
|
2.83K
$118K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.03% |
$75.7 - $88
|
7.03K
$293K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.33% |
$37.8 - $44
|
300
$12.5K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.22% |
$37.8 - $44
|
464
$19.4K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$37.8 - $44
|
1
$41.7
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$37.8 - $44
|
12.4K
$519K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.03% |
$37.8 - $44
|
34
$1.42K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
75.5KNew |
$3.1M - $3.47M
|
75.5K
$3.15M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69.8KNew |
$2.87M - $3.21M
|
69.8K
$2.91M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.3K+ 173.51% |
$2.31M - $2.59M
|
88.7K
$3.7M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.54M - $1.72M
|
37.4K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$1.14M - $1.27M
|
27.7K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.5K+ 29.53% |
$1.01M - $1.13M
|
107K
$4.49M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10KNew |
$411K - $460K
|
10K
$418K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.45K+ 50.66% |
$306K - $342K
|
22.1K
$924K
|
|
May 13, 2025
Q4 2024
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
6.49KNew |
$267K - $298K
|
6.49K
$271K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14KNew |
$252K - $282K
|
6.14K
$256K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.94KNew |
$244K - $273K
|
5.94K
$248K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.73KNew |
$235K - $263K
|
5.73K
$239K
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.03KNew |
$207K - $231K
|
5.03K
$210K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5KNew |
$205K - $230K
|
5K
$209K
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.78KNew |
$197K - $220K
|
4.78K
$200K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.78KNew |
$196K - $220K
|
4.78K
$199K
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.06K+ 55.12% |
$167K - $186K
|
11.4K
$476K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.29K+ 206.59% |
$52.8K - $59K
|
1.91K
$79.6K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1KNew |
$45.2K - $50.5K
|
1.1K
$45.9K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.02KNew |
$41.8K - $46.7K
|
1.02K
$42.4K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
880+ 26.62% |
$36.2K - $40.4K
|
4.19K
$175K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
680+ 4.45% |
$27.9K - $31.2K
|
16K
$666K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
613+ 10.48% |
$25.2K - $28.2K
|
6.47K
$270K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
584New |
$24K - $26.8K
|
584
$24.4K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
425+ 16.61% |
$17.5K - $19.5K
|
2.98K
$125K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
378+ 6.69% |
$15.5K - $17.4K
|
6.03K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
329+ 5.54% |
$13.5K - $15.1K
|
6.27K
$262K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
265New |
$10.9K - $12.2K
|
265
$11.1K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
235+ 3.35% |
$9.66K - $10.8K
|
7.24K
$302K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
198New |
$8.14K - $9.1K
|
198
$8.26K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
181New |
$7.44K - $8.32K
|
181
$7.55K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
170New |
$6.99K - $7.81K
|
170
$7.1K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
126+ 1.72% |
$5.18K - $5.79K
|
7.44K
$311K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$4.11K - $4.59K
|
100
$4.17K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89+ 1.52% |
$3.66K - $4.09K
|
5.96K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
83New |
$3.41K - $3.81K
|
83
$3.46K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
76New |
$3.12K - $3.49K
|
76
$3.17K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 8.49% |
$2.55K - $2.85K
|
792
$33.1K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 48.15% |
$2.14K - $2.39K
|
160
$6.68K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
29New |
$1.19K - $1.33K
|
29
$1.21K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
22+ 0.41% |
$904 - $1.01K
|
5.39K
$225K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
18+ 0.27% |
$740 - $827
|
6.7K
$279K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13New |
$534 - $597
|
13
$543
|