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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-116K- 6.02% |
$4.29M - $4.64M
|
1.81M
$75.4M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-108K- 21.95% |
$3.98M - $4.3M
|
383K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-99.2K- 65.22% |
$3.67M - $3.96M
|
52.9K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-65.8K- 3.14% |
$2.43M - $2.63M
|
2.03M
$84.4M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45.6K- 25.57% |
$1.69M - $1.82M
|
133K
$5.53M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-37.9K- 35.53% |
$1.4M - $1.51M
|
68.7K
$2.86M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.5K- 8.18% |
$1.39M - $1.5M
|
420K
$17.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.1K- 2.1% |
$1.37M - $1.48M
|
1.73M
$72M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.1K- 9.24% |
$1.19M - $1.28M
|
316K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.9K- 28.94% |
$956K - $1.03M
|
63.5K
$2.65M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 3.98% |
$616K - $666K
|
402K
$16.7M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 54.44% |
$540K - $584K
|
12.2K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.9K- 29.77% |
$513K - $554K
|
32.7K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 3.8% |
$424K - $458K
|
290K
$12.1M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.3K- 98.66% |
$419K - $453K
|
154
$6.42K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-7.73K- 6.41% |
$286K - $309K
|
113K
$4.7M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.64K- 10.03% |
$282K - $305K
|
68.5K
$2.85M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.45K- 3.53% |
$275K - $298K
|
203K
$8.47M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.94K- 53.72% |
$257K - $277K
|
5.98K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.92K- 6.82% |
$256K - $277K
|
94.5K
$3.94M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.71K- 2.68% |
$248K - $268K
|
244K
$10.2M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.71K- 5.6% |
$248K - $268K
|
113K
$4.71M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.57K- 14.96% |
$243K - $262K
|
37.3K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.33K- 1.71% |
$234K - $253K
|
363K
$15.1M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.05K- 16.54% |
$187K - $202K
|
25.5K
$1.06M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.73K- 7.41% |
$175K - $189K
|
59.1K
$2.46M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.17K- 13.61% |
$154K - $167K
|
26.5K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.9K- 1.14% |
$144K - $156K
|
338K
$14.1M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.39K- 31.12% |
$125K - $135K
|
7.5K
$312K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.34K- 1.73% |
$123K - $133K
|
190K
$7.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.13K- 15.55% |
$116K - $125K
|
17K
$708K
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-3.03K- 16.93% |
$112K - $121K
|
14.9K
$619K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.95K- 7.67% |
$109K - $118K
|
35.6K
$1.48M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.88K- 23.47% |
$107K - $115K
|
9.39K
$391K
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.84K- 4.65% |
$105K - $114K
|
58.3K
$2.43M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 12.12% |
$102K - $110K
|
19.9K
$829K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.7K- 12.66% |
$99.8K - $108K
|
18.6K
$776K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 27.25% |
$86.8K - $93.7K
|
6.26K
$261K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.32K- 45.33% |
$86K - $92.9K
|
2.8K
$117K
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.32K- 3.34% |
$85.6K - $92.5K
|
67K
$2.79M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.3K- 1.74% |
$84.9K - $91.7K
|
129K
$5.39M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.22K- 5.7% |
$82.1K - $88.7K
|
36.7K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 12.43% |
$81K - $87.5K
|
15.4K
$643K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 9.29% |
$78.1K - $84.4K
|
20.6K
$859K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.07K- 16.21% |
$76.7K - $82.8K
|
10.7K
$446K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.98K- 0.79% |
$73.4K - $79.2K
|
250K
$10.4M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.78K- 4.97% |
$66K - $71.3K
|
34.1K
$1.42M
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 2.11% |
$64.7K - $69.9K
|
81K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 6.86% |
$56.6K - $61.1K
|
20.8K
$865K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.53K- 13.56% |
$56.5K - $61K
|
9.73K
$405K
|