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 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
70New |
$2.26K - $2.63K
|
70
$2.98K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45+ 17.05% |
$1.45K - $1.69K
|
309
$13.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
28+ 40.0% |
$904 - $1.05K
|
98
$4.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.4% |
$129 - $150
|
998
$42.5K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
37.8KNew |
$1.17M - $1.33M
|
37.8K
$1.61M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6KNew |
$734K - $834K
|
23.6K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.67KNew |
$238K - $270K
|
7.67K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.98K+ 99.6% |
$217K - $246K
|
14K
$596K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.15KNew |
$191K - $217K
|
6.15K
$262K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.13KNew |
$190K - $216K
|
6.13K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.54KNew |
$141K - $160K
|
4.54K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.4KNew |
$136K - $155K
|
4.4K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.14KNew |
$129K - $146K
|
4.14K
$176K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.08KNew |
$64.5K - $73.3K
|
2.08K
$88.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.7KNew |
$52.8K - $59.9K
|
1.7K
$72.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
585New |
$18.2K - $20.6K
|
585
$24.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
285New |
$8.84K - $10K
|
285
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
246New |
$7.63K - $8.67K
|
246
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
167+ 0.91% |
$5.18K - $5.89K
|
18.6K
$792K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
153+ 2.18% |
$4.75K - $5.39K
|
7.16K
$305K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$3.1K - $3.53K
|
100
$4.26K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.42% |
$621 - $705
|
4.76K
$203K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67KNew |
$2.04M - $2.47M
|
67K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
35.2KNew |
$1.07M - $1.3M
|
35.2K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.1K+ 11.07% |
$733K - $887K
|
242K
$10.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.02KNew |
$214K - $259K
|
7.02K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.91K+ 64.18% |
$210K - $255K
|
17.7K
$753K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.94KNew |
$89.5K - $108K
|
2.94K
$125K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$78K - $94.4K
|
2.56K
$109K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.1K+ 1.47% |
$33.5K - $40.6K
|
75.9K
$3.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
875New |
$26.7K - $32.3K
|
875
$37.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
798New |
$24.3K - $29.4K
|
798
$34K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
506New |
$15.4K - $18.7K
|
506
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
153New |
$4.66K - $5.64K
|
153
$6.52K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.43K - $1.73K
|
47
$2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.03% |
$122 - $147
|
392
$16.7K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
8.94KNew |
$271K - $343K
|
8.94K
$381K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.1KNew |
$215K - $273K
|
7.1K
$303K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.85KNew |
$177K - $225K
|
5.85K
$249K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$164K - $208K
|
5.42K
$231K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.2K+ 25.43% |
$127K - $161K
|
20.7K
$882K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
499New |
$15.1K - $19.2K
|
499
$21.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
450New |
$13.7K - $17.3K
|
450
$19.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
203New |
$6.16K - $7.8K
|
203
$8.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$819 - $1.04K
|
27
$1.15K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.29% |
$30.3 - $38.4
|
351
$15K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.5KNew |
$2.83M - $3.24M
|
79.5K
$3.39M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.24KNew |
$44.1K - $50.6K
|
1.24K
$52.8K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|