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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$123 - $138
|
3
$125
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.47% |
$41.1 - $45.9
|
69
$2.88K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 10.88% |
$381K - $421K
|
102K
$4.26M
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$200K - $221K
|
5.27K
$220K
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$190K - $210K
|
5K
$209K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.42KNew |
$53.9K - $59.6K
|
1.42K
$59.1K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
551New |
$21K - $23.2K
|
551
$23K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
476+ 6.56% |
$18.1K - $20K
|
7.73K
$323K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
468+ 17.54% |
$17.8K - $19.7K
|
3.14K
$131K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
403New |
$15.3K - $17K
|
403
$16.8K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
390New |
$14.8K - $16.4K
|
390
$16.3K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
287New |
$10.9K - $12.1K
|
287
$12K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
112New |
$4.26K - $4.71K
|
112
$4.67K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
94New |
$3.57K - $3.95K
|
94
$3.92K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
30New |
$1.14K - $1.26K
|
30
$1.25K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.41% |
$951 - $1.05K
|
6.1K
$255K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
22+ 0.32% |
$837 - $925
|
6.86K
$286K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.33% |
$799 - $883
|
6.38K
$266K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$751
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$751
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11New |
$418 - $463
|
11
$459
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$76.1 - $84.1
|
2
$83.5
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$38 - $42.1
|
526
$22K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$38 - $42.1
|
143
$5.97K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
460K+ 326.7% |
$17M - $18.4M
|
601K
$25.1M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$421K - $454K
|
11.4K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.24KNew |
$342K - $369K
|
9.24K
$386K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.47KNew |
$239K - $258K
|
6.47K
$270K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.67KNew |
$136K - $147K
|
3.67K
$153K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.44K+ 19.42% |
$53.2K - $57.5K
|
8.85K
$369K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
747New |
$27.6K - $29.9K
|
747
$31.2K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
708New |
$26.2K - $28.3K
|
708
$29.6K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
475New |
$17.6K - $19K
|
475
$19.8K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
433New |
$16K - $17.3K
|
433
$18.1K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
281+ 44.32% |
$10.4K - $11.2K
|
915
$38.2K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
74New |
$2.74K - $2.96K
|
74
$3.09K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14New |
$518 - $559
|
14
$584
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.11% |
$37 - $40
|
889
$37.1K
|
|
Q1 2024 | |||||||
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
25.5KNew |
$927K - $1.03M
|
25.5K
$1.06M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.3KNew |
$919K - $1.02M
|
25.3K
$1.06M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
23.8KNew |
$863K - $957K
|
23.8K
$992K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22KNew |
$798K - $884K
|
22K
$917K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.1KNew |
$694K - $769K
|
19.1K
$797K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.69KNew |
$207K - $229K
|
5.69K
$238K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.54KNew |
$55.8K - $61.9K
|
1.54K
$64.1K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
950New |
$34.5K - $38.3K
|
950
$39.7K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
335+ 0.76% |
$12.2K - $13.5K
|
44.3K
$1.85M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
307New |
$11.2K - $12.4K
|
307
$12.8K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
180New |
$6.54K - $7.25K
|
180
$7.51K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
141New |
$5.12K - $5.68K
|
141
$5.89K
|