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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
570New |
$20.3K - $23.3K
|
570
$24.3K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 90.81% |
$15.1K - $17.4K
|
893
$38.1K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 84.75% |
$3.82K - $4.28K
|
218
$9.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
38+ 76.0% |
$1.45K - $1.63K
|
88
$3.75K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$530K - $574K
|
14.1K
$600K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
12KNew |
$451K - $488K
|
12K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.25K+ 13.16% |
$47.1K - $51K
|
10.8K
$458K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.15KNew |
$140K - $167K
|
4.15K
$177K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
15.5KNew |
$415K - $534K
|
15.5K
$659K
|
|
|
Feb 08, 2021
Q4 2020
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 2.5% |
$42.4K - $54.5K
|
64.6K
$2.75M
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
221New |
$5.94K - $7.63K
|
221
$9.42K
|
|
| Q3 2020 | |||||||
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.04KNew |
$124K - $141K
|
5.04K
$215K
|
|