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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$416K - $455K
|
12.8K
$491K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$249K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.21KNew |
$202K - $221K
|
6.21K
$238K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.69KNew |
$185K - $202K
|
5.69K
$218K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$88.6K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$38.8K - $42.4K
|
9.27K
$355K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
490New |
$15.9K - $17.4K
|
490
$18.8K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
361New |
$11.7K - $12.8K
|
361
$13.8K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
248New |
$8.05K - $8.81K
|
248
$9.5K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.24% |
$7.73K - $8.45K
|
10.8K
$416K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
203+ 6.69% |
$6.59K - $7.21K
|
3.24K
$124K
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.22% |
$1.1K - $1.21K
|
15.4K
$588K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$390 - $426
|
12
$460
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$97.4 - $107
|
7.36K
$282K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$32.5 - $35.5
|
1
$38.3
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$548K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.4K+ 8.57% |
$432K - $502K
|
170K
$6.5M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$332K - $385K
|
10.3K
$394K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.53K+ 3.29% |
$81.8K - $95.1K
|
79.7K
$3.05M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$63.3K - $73.6K
|
1.96K
$75.1K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
721+ 358.71% |
$23.3K - $27K
|
922
$35.3K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
360New |
$11.6K - $13.5K
|
360
$13.8K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
136+ 1.05% |
$4.39K - $5.1K
|
13.1K
$503K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
128New |
$4.13K - $4.8K
|
128
$4.9K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
116+ 1.18% |
$3.74K - $4.35K
|
9.95K
$381K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
82New |
$2.65K - $3.08K
|
82
$3.14K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
73+ 0.44% |
$2.36K - $2.74K
|
16.5K
$633K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.26K - $2.63K
|
70
$2.68K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45+ 17.05% |
$1.45K - $1.69K
|
309
$11.8K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
28+ 40.0% |
$904 - $1.05K
|
98
$3.75K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$129 - $150
|
998
$38.2K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
37.8KNew |
$1.22M - $1.33M
|
37.8K
$1.45M
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6KNew |
$762K - $834K
|
23.6K
$906K
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.55KNew |
$276K - $302K
|
8.55K
$328K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.67KNew |
$247K - $270K
|
7.67K
$294K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.98K+ 99.6% |
$225K - $246K
|
14K
$536K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.15KNew |
$198K - $217K
|
6.15K
$235K
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.13KNew |
$197K - $216K
|
6.13K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.54KNew |
$146K - $160K
|
4.54K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.4KNew |
$142K - $155K
|
4.4K
$168K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.14KNew |
$133K - $146K
|
4.14K
$159K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.08KNew |
$67K - $73.3K
|
2.08K
$79.7K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.7KNew |
$54.8K - $59.9K
|
1.7K
$65.1K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
585New |
$18.8K - $20.6K
|
585
$22.4K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
285New |
$9.18K - $10K
|
285
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
246New |
$7.93K - $8.67K
|
246
$9.42K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
167+ 0.91% |
$5.38K - $5.89K
|
18.6K
$712K
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 2.18% |
$4.93K - $5.39K
|
7.16K
$274K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.42% |
$644 - $705
|
4.76K
$183K
|