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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.71K- 41.3% |
$140K - $163K
|
5.28K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.46K- 11.87% |
$131K - $152K
|
25.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.38K- 38.74% |
$128K - $149K
|
5.35K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.02K- 1.63% |
$114K - $133K
|
183K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.73K- 1.31% |
$103K - $120K
|
205K
$8.56M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-2.44K- 5.72% |
$92.3K - $107K
|
40.2K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.43K- 8.03% |
$92.1K - $107K
|
27.9K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.34K- 2.58% |
$88.7K - $103K
|
88.4K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.32K- 6.45% |
$87.6K - $102K
|
33.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 2.78% |
$85.2K - $99.1K
|
78.7K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.21K- 67.23% |
$83.7K - $97.4K
|
1.08K
$45K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$66.6K - $77.5K
|
14.1K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.71K- 1.33% |
$64.6K - $75.1K
|
127K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 6.75% |
$62.4K - $72.6K
|
22.8K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.57K- 0.3% |
$59.6K - $69.3K
|
524K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 16.11% |
$57.6K - $67K
|
7.93K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.42K- 6.0% |
$53.6K - $62.4K
|
22.2K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.4K- 17.89% |
$52.8K - $61.4K
|
6.4K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.39K- 17.15% |
$52.7K - $61.3K
|
6.73K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.18K- 13.56% |
$44.7K - $51.9K
|
7.52K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 3.94% |
$44.2K - $51.4K
|
28.5K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.08K- 9.07% |
$40.7K - $47.3K
|
10.8K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.04K- 5.9% |
$39.4K - $45.8K
|
16.6K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.59% |
$38.1K - $44.3K
|
27K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-968- 6.43% |
$36.6K - $42.6K
|
14.1K
$588K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-943- 6.73% |
$35.7K - $41.5K
|
13.1K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-924- 8.85% |
$35K - $40.7K
|
9.51K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-821- 7.61% |
$31.1K - $36.1K
|
9.97K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-809- 99.88% |
$30.6K - $35.6K
|
1
$41.7
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 1.62% |
$30.3K - $35.2K
|
48.6K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-609- 2.97% |
$23K - $26.8K
|
19.9K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-566- 3.87% |
$21.4K - $24.9K
|
14.1K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-516- 33.7% |
$19.5K - $22.7K
|
1.02K
$42.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 1.8% |
$18.2K - $21.1K
|
26.2K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-449- 1.79% |
$17K - $19.8K
|
24.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-438- 2.66% |
$16.6K - $19.3K
|
16K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-417- 1.36% |
$15.8K - $18.4K
|
30.3K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 5.55% |
$13.6K - $15.8K
|
6.11K
$255K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-300- 2.89% |
$11.4K - $13.2K
|
10.1K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-297- 6.85% |
$11.2K - $13.1K
|
4.04K
$169K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-280- 1.59% |
$10.6K - $12.3K
|
17.4K
$724K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-269- 20.27% |
$10.2K - $11.8K
|
1.06K
$44.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.41% |
$9.01K - $10.5K
|
3.47K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-199- 3.51% |
$7.53K - $8.76K
|
5.48K
$229K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 29.06% |
$7.04K - $8.19K
|
454
$18.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-184- 1.69% |
$6.96K - $8.1K
|
10.7K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-175- 7.82% |
$6.62K - $7.7K
|
2.06K
$86.1K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-165- 0.29% |
$6.24K - $7.26K
|
56.5K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-146- 0.76% |
$5.52K - $6.43K
|
19K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-138- 1.15% |
$5.22K - $6.07K
|
11.8K
$493K
|