Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-219K- 12.11% |
$8.34M - $9.22M
|
1.59M
$72.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-129K- 33.67% |
$4.9M - $5.42M
|
254K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73.5K- 25.11% |
$2.79M - $3.09M
|
219K
$9.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-30.7K- 36.09% |
$1.17M - $1.29M
|
54.4K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 7.39% |
$1.13M - $1.25M
|
372K
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25.5K- 1.26% |
$970K - $1.07M
|
2M
$91.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-25.4K- 3.32% |
$967K - $1.07M
|
741K
$33.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21K- 3.83% |
$797K - $881K
|
526K
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.4K- 15.43% |
$663K - $734K
|
95.6K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.7K- 18.99% |
$409K - $452K
|
45.8K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9.79K- 15.13% |
$372K - $412K
|
55K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.96K- 4.55% |
$341K - $377K
|
188K
$8.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.09K- 44.65% |
$308K - $340K
|
10K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.9K- 4.47% |
$262K - $290K
|
147K
$6.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.84K- 18.31% |
$260K - $287K
|
30.5K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.71K- 39.36% |
$255K - $282K
|
10.3K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 9.05% |
$236K - $261K
|
62.3K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.18K- 3.26% |
$235K - $260K
|
183K
$8.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 26.52% |
$221K - $245K
|
16.1K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 2.79% |
$216K - $239K
|
198K
$8.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.35K- 35.6% |
$203K - $225K
|
9.67K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.08K- 7.99% |
$193K - $213K
|
58.4K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.37K- 12.58% |
$166K - $184K
|
30.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.36K- 0.25% |
$166K - $183K
|
1.72M
$78.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.21K- 1.94% |
$160K - $177K
|
213K
$9.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.9K- 51.93% |
$148K - $164K
|
3.61K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-3.8K- 24.31% |
$145K - $160K
|
11.8K
$539K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.15K- 3.34% |
$120K - $133K
|
91.4K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 4.3% |
$111K - $122K
|
64.7K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.86K- 10.02% |
$109K - $120K
|
25.7K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.79K- 31.92% |
$106K - $117K
|
5.94K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.68K- 9.22% |
$102K - $113K
|
26.4K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.64K- 24.62% |
$100K - $111K
|
8.08K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.57K- 27.38% |
$97.8K - $108K
|
6.82K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.36K- 3.53% |
$89.6K - $99.1K
|
64.3K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.33K- 7.13% |
$88.7K - $98.1K
|
30.4K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.31K- 6.78% |
$87.9K - $97.2K
|
31.8K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02K- 22.35% |
$76.7K - $84.8K
|
7.01K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-1.98K- 0.39% |
$75.1K - $83.1K
|
505K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 94.35% |
$68.5K - $75.8K
|
108
$4.91K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 10.65% |
$68K - $75.2K
|
15K
$682K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 18.23% |
$67.5K - $74.6K
|
7.96K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74K- 7.95% |
$66.3K - $73.4K
|
20.2K
$919K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 3.04% |
$63.9K - $70.7K
|
53.6K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.64K- 3.11% |
$62.5K - $69.1K
|
51.3K
$2.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 7.74% |
$58.2K - $64.4K
|
18.3K
$831K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.46K- 2.63% |
$55.6K - $61.5K
|
54.1K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.46K- 2.84% |
$55.4K - $61.3K
|
49.8K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 2.48% |
$54.9K - $60.7K
|
56.9K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 8.36% |
$54.1K - $59.8K
|
15.6K
$709K
|