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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-658K- 32.86% |
$27M - $30.2M
|
1.34M
$58.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-74.2K- 10.02% |
$3.05M - $3.41M
|
666K
$28.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-63.9K- 25.17% |
$2.62M - $2.93M
|
190K
$8.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.2K- 88.74% |
$2.02M - $2.26M
|
6.24K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.9K- 19.25% |
$1.68M - $1.88M
|
172K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.5K- 38.58% |
$926K - $1.04M
|
35.9K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 33.06% |
$889K - $994K
|
43.8K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.8K- 12.77% |
$774K - $865K
|
129K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.2K- 22.3% |
$584K - $652K
|
49.5K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.7K- 3.47% |
$563K - $629K
|
381K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13K- 21.83% |
$534K - $598K
|
46.6K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.61K- 11.48% |
$313K - $350K
|
58.7K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 3.88% |
$281K - $314K
|
169K
$7.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-6.07K- 5.32% |
$249K - $279K
|
108K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-5.26K- 11.78% |
$216K - $242K
|
39.4K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.91K- 9.71% |
$202K - $226K
|
45.7K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.58K- 7.36% |
$188K - $211K
|
57.7K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.48K- 16.98% |
$184K - $206K
|
21.9K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.35K- 5.91% |
$179K - $200K
|
69.2K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.52K- 3.68% |
$144K - $161K
|
92.1K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.32K- 2.59% |
$136K - $153K
|
125K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.16K- 0.92% |
$130K - $145K
|
341K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.13K- 37.23% |
$129K - $144K
|
5.28K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.85K- 4.75% |
$117K - $131K
|
57.1K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 1.42% |
$110K - $123K
|
185K
$8.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 9.25% |
$105K - $118K
|
25.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.32K- 10.91% |
$95.4K - $107K
|
18.9K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.13K- 4.22% |
$87.4K - $97.7K
|
48.3K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.08K- 2.24% |
$85.3K - $95.4K
|
90.8K
$3.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2K- 9.22% |
$82.2K - $91.9K
|
19.7K
$852K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.89K- 0.85% |
$77.6K - $86.7K
|
220K
$9.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.87K- 7.21% |
$76.9K - $86K
|
24.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.83K- 3.57% |
$75.2K - $84.1K
|
49.4K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.73K- 2.59% |
$71.3K - $79.7K
|
65.3K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 6.06% |
$70.8K - $79.2K
|
26.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.71K- 7.75% |
$70.2K - $78.5K
|
20.3K
$880K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.59K- 9.76% |
$65.4K - $73.1K
|
14.7K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.79% |
$62.4K - $69.7K
|
52.8K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 7.3% |
$61.6K - $68.9K
|
19K
$824K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 7.37% |
$57.7K - $64.5K
|
17.6K
$763K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.32% |
$56.8K - $63.5K
|
5.1K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 4.94% |
$52.1K - $58.3K
|
24.4K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.27K- 2.17% |
$52.1K - $58.2K
|
57.2K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 5.66% |
$47.6K - $53.2K
|
19.3K
$835K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 6.29% |
$47.2K - $52.7K
|
17.1K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 7.26% |
$42.5K - $47.5K
|
13.2K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.02K- 31.74% |
$42K - $47K
|
2.2K
$95.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-998- 8.43% |
$41K - $45.8K
|
10.8K
$469K
|