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 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 10.64% |
$56K - $60.5K
|
12.7K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 6.93% |
$55.7K - $60.1K
|
20.2K
$842K
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.46K- 8.14% |
$53.9K - $58.2K
|
16.4K
$685K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.35K- 0.45% |
$49.8K - $53.8K
|
296K
$12.3M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 12.81% |
$49.5K - $53.4K
|
9.1K
$379K
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.28K- 2.25% |
$47.3K - $51.1K
|
55.5K
$2.31M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.28K- 2.71% |
$47.2K - $50.9K
|
45.7K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18K- 2.98% |
$43.7K - $47.2K
|
38.5K
$1.6M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.15K- 7.38% |
$42.5K - $46K
|
14.4K
$602K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 0.53% |
$39.9K - $43.1K
|
201K
$8.39M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.05K- 1.89% |
$38.9K - $42K
|
54.5K
$2.27M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 0.23% |
$38.2K - $41.2K
|
446K
$18.6M
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.02K- 3.35% |
$37.6K - $40.6K
|
29.3K
$1.22M
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-932- 3.24% |
$34.5K - $37.2K
|
27.9K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-929- 8.33% |
$34.4K - $37.1K
|
10.2K
$426K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-907- 2.46% |
$33.5K - $36.2K
|
36K
$1.5M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-845- 7.77% |
$31.3K - $33.8K
|
10K
$418K
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-793- 4.83% |
$29.3K - $31.7K
|
15.6K
$651K
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-781- 3.8% |
$28.9K - $31.2K
|
19.8K
$825K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-775- 1.38% |
$28.7K - $31K
|
55.2K
$2.3M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-725- 6.24% |
$26.8K - $29K
|
10.9K
$454K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-661- 7.84% |
$24.5K - $26.4K
|
7.77K
$324K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-574- 4.11% |
$21.2K - $22.9K
|
13.4K
$558K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-569- 5.52% |
$21K - $22.7K
|
9.74K
$406K
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-522- 7.23% |
$19.3K - $20.9K
|
6.7K
$279K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-475- 2.96% |
$17.6K - $19K
|
15.6K
$648K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-454- 1.64% |
$16.8K - $18.1K
|
27.2K
$1.13M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-454- 1.06% |
$16.8K - $18.1K
|
42.5K
$1.77M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-453- 0.92% |
$16.8K - $18.1K
|
48.9K
$2.04M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-442- 5.98% |
$16.3K - $17.7K
|
6.95K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-370- 1.69% |
$13.7K - $14.8K
|
21.5K
$896K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-367- 1.45% |
$13.6K - $14.7K
|
25K
$1.04M
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-357- 5.79% |
$13.2K - $14.3K
|
5.81K
$242K
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-305- 1.61% |
$11.3K - $12.2K
|
18.6K
$776K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-296- 3.92% |
$10.9K - $11.8K
|
7.25K
$302K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-295- 1.7% |
$10.9K - $11.8K
|
17K
$710K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 4.03% |
$10.4K - $11.2K
|
6.68K
$278K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-276- 22.98% |
$10.2K - $11K
|
925
$38.5K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 3.48% |
$10.1K - $10.9K
|
7.6K
$316K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-269- 4.09% |
$9.95K - $10.7K
|
6.3K
$263K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 7.65% |
$8.95K - $9.67K
|
2.92K
$122K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-240- 2.72% |
$8.88K - $9.59K
|
8.59K
$358K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-227- 1.92% |
$8.4K - $9.07K
|
11.6K
$483K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-225- 45.92% |
$8.32K - $8.99K
|
265
$11K
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.39% |
$8.06K - $8.71K
|
3.83K
$159K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 1.0% |
$7.4K - $7.99K
|
19.7K
$823K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-194- 10.61% |
$7.18K - $7.75K
|
1.64K
$68.1K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-151- 2.87% |
$5.59K - $6.03K
|
5.12K
$213K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 81.97% |
$5.55K - $5.99K
|
33
$1.37K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-147- 2.16% |
$5.44K - $5.87K
|
6.66K
$278K
|