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 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
261+ 20.63% |
$8.08K - $10.1K
|
1.53K
$65K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
229+ 0.79% |
$7.09K - $8.84K
|
29.2K
$1.24M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
176New |
$5.45K - $6.79K
|
176
$7.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$4.67K - $5.83K
|
151
$6.43K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 1.8% |
$3.72K - $4.63K
|
6.78K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
94New |
$2.91K - $3.63K
|
94
$4.01K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 11.81% |
$2.32K - $2.89K
|
710
$30.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.55% |
$61.9 - $77.2
|
364
$15.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
345KNew |
$11.4M - $12.9M
|
345K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.07KNew |
$268K - $301K
|
8.07K
$344K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.71K+ 201.41% |
$56.8K - $63.9K
|
2.56K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
985New |
$32.7K - $36.8K
|
985
$42K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
345New |
$11.5K - $12.9K
|
345
$14.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$9.96K - $11.2K
|
300
$12.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
244+ 1.21% |
$8.1K - $9.12K
|
20.4K
$867K
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
192+ 1.44% |
$6.38K - $7.18K
|
13.5K
$574K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$1.1K - $1.23K
|
33
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.15% |
$963 - $1.08K
|
19.1K
$813K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$664 - $747
|
20
$852
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18New |
$598 - $673
|
18
$767
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$33.2 - $37.4
|
2.71K
$116K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
271K+ 24.71% |
$8.79M - $9.62M
|
1.37M
$58.3M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
60K+ 8.11% |
$1.95M - $2.13M
|
800K
$34.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2KNew |
$525K - $574K
|
16.2K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$416K - $455K
|
12.8K
$546K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.21KNew |
$202K - $221K
|
6.21K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.69KNew |
$185K - $202K
|
5.69K
$243K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$98.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$38.8K - $42.4K
|
9.27K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
361New |
$11.7K - $12.8K
|
361
$15.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
248New |
$8.05K - $8.81K
|
248
$10.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.24% |
$7.73K - $8.45K
|
10.8K
$462K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
203+ 6.69% |
$6.59K - $7.21K
|
3.24K
$138K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.22% |
$1.1K - $1.21K
|
15.4K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$390 - $426
|
12
$511
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.36K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$32.5 - $35.5
|
1
$42.6
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$610K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.4K+ 8.57% |
$432K - $502K
|
170K
$7.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.53K+ 3.29% |
$81.8K - $95.1K
|
79.7K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$63.3K - $73.6K
|
1.96K
$83.6K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
721+ 358.71% |
$23.3K - $27K
|
922
$39.3K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360New |
$11.6K - $13.5K
|
360
$15.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
136+ 1.05% |
$4.39K - $5.1K
|
13.1K
$559K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
128New |
$4.13K - $4.8K
|
128
$5.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$3.74K - $4.35K
|
9.95K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82New |
$2.65K - $3.08K
|
82
$3.49K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
73+ 0.44% |
$2.36K - $2.74K
|
16.5K
$704K
|
|