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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 4.76% |
$53.8K - $59.5K
|
28.3K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.4K- 9.23% |
$53.4K - $59.1K
|
13.8K
$628K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-1.37K- 9.23% |
$52.2K - $57.7K
|
13.5K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.37K- 0.77% |
$52.1K - $57.6K
|
176K
$8.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.32K- 1.64% |
$50.4K - $55.7K
|
79.6K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.26K- 2.26% |
$47.7K - $52.8K
|
54.3K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.25K- 0.96% |
$47.3K - $52.4K
|
128K
$5.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.71% |
$43.7K - $48.4K
|
23.3K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 32.1% |
$42.1K - $46.6K
|
2.34K
$107K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.04K- 2.28% |
$39.6K - $43.7K
|
44.7K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-964- 1.69% |
$36.7K - $40.5K
|
56K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-944- 14.01% |
$35.9K - $39.7K
|
5.79K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-933- 1.04% |
$35.5K - $39.2K
|
89K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-873- 3.94% |
$33.2K - $36.7K
|
21.3K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-852- 7.82% |
$32.4K - $35.8K
|
10K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-850- 1.42% |
$32.3K - $35.8K
|
58.9K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-772- 5.01% |
$29.4K - $32.5K
|
14.7K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-701- 9.15% |
$26.7K - $29.5K
|
6.96K
$317K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-616- 1.04% |
$23.4K - $25.9K
|
58.5K
$2.66M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-572- 12.47% |
$21.8K - $24.1K
|
4.02K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-544- 3.2% |
$20.7K - $22.9K
|
16.5K
$749K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-535- 0.47% |
$20.3K - $22.5K
|
114K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 7.87% |
$20K - $22.2K
|
6.17K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-506- 3.25% |
$19.2K - $21.3K
|
15.1K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-461- 0.75% |
$17.5K - $19.4K
|
60.9K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 2.79% |
$17.4K - $19.2K
|
15.9K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 1.78% |
$17.1K - $18.9K
|
24.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-403- 0.1% |
$15.3K - $17K
|
420K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-403- 7.75% |
$15.3K - $17K
|
4.8K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-397- 5.37% |
$15.1K - $16.7K
|
6.99K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-388- 1.73% |
$14.8K - $16.3K
|
22.1K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-375- 1.04% |
$14.3K - $15.8K
|
35.6K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-370- 6.14% |
$14.1K - $15.6K
|
5.65K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-369- 0.87% |
$14K - $15.5K
|
42.1K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-323- 3.56% |
$12.3K - $13.6K
|
8.75K
$398K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-295- 3.86% |
$11.2K - $12.4K
|
7.36K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-280- 2.79% |
$10.6K - $11.8K
|
9.76K
$444K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-261- 1.95% |
$9.93K - $11K
|
13.1K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-260- 36.06% |
$9.89K - $10.9K
|
461
$21K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 1.24% |
$9.51K - $10.5K
|
20K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-242- 4.31% |
$9.2K - $10.2K
|
5.37K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-235- 1.09% |
$8.94K - $9.88K
|
21.3K
$968K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-230- 2.6% |
$8.75K - $9.67K
|
8.62K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-227- 2.54% |
$8.63K - $9.55K
|
8.7K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-226- 1.61% |
$8.59K - $9.51K
|
13.8K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-207- 0.56% |
$7.87K - $8.71K
|
37K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.66% |
$7.04K - $7.78K
|
27.7K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-173- 1.73% |
$6.58K - $7.28K
|
9.84K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 19.16% |
$6.58K - $7.28K
|
730
$33.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-132- 0.8% |
$5.02K - $5.55K
|
16.3K
$742K
|