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 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-125- 1.15% |
$4.73K - $5.5K
|
10.7K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-118- 8.63% |
$4.47K - $5.19K
|
1.25K
$52.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 1.86% |
$4.39K - $5.11K
|
6.12K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 10.32% |
$3.94K - $4.58K
|
904
$37.7K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-90- 0.69% |
$3.41K - $3.96K
|
13K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.47% |
$3.1K - $3.61K
|
17.4K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 0.51% |
$2.57K - $2.99K
|
13.2K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-66- 4.05% |
$2.5K - $2.91K
|
1.56K
$65.3K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-54- 0.91% |
$2.04K - $2.38K
|
5.88K
$245K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-47- 0.43% |
$1.78K - $2.07K
|
10.9K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-39- 0.42% |
$1.48K - $1.72K
|
9.35K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.62% |
$1.48K - $1.72K
|
6.27K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-38- 0.67% |
$1.44K - $1.67K
|
5.64K
$235K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.6K- 69.03% |
$1.05M - $1.18M
|
11.5K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.2K- 99.96% |
$502K - $561K
|
5
$209
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.92K- 12.75% |
$284K - $318K
|
47.3K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-5.26K- 11.78% |
$216K - $242K
|
39.4K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.87K- 7.21% |
$76.9K - $86K
|
24.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 92.76% |
$27.9K - $31.2K
|
53
$2.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 8.48% |
$18.5K - $20.7K
|
4.86K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-371- 3.45% |
$15.2K - $17K
|
10.4K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-291- 5.02% |
$12K - $13.4K
|
5.5K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-240- 35.87% |
$9.86K - $11K
|
429
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-232- 5.48% |
$9.53K - $10.7K
|
4K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 24.24% |
$8.22K - $9.19K
|
625
$26.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 0.62% |
$8.09K - $9.05K
|
31.5K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 1.06% |
$4.52K - $5.05K
|
10.2K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62- 34.44% |
$2.55K - $2.85K
|
118
$4.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 2.17% |
$1.31K - $1.47K
|
1.44K
$60.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.61% |
$616 - $689
|
2.45K
$102K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.35K- 35.6% |
$203K - $225K
|
9.67K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.15K- 3.34% |
$120K - $133K
|
91.4K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.57K- 27.38% |
$97.8K - $108K
|
6.82K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 10.65% |
$68K - $75.2K
|
15K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 8.36% |
$54.1K - $59.8K
|
15.6K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 7.87% |
$20K - $22.2K
|
6.17K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 1.78% |
$17.1K - $18.9K
|
24.9K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-403- 7.75% |
$15.3K - $17K
|
4.8K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 1.24% |
$9.51K - $10.5K
|
20K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-242- 4.31% |
$9.2K - $10.2K
|
5.37K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$61.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-25- 0.27% |
$951 - $1.05K
|
9.31K
$389K
|
|
| Q2 2024 | |||||||
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.97KClosed |
$295K - $318K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.32K- 45.33% |
$86K - $92.9K
|
2.8K
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 7.65% |
$8.95K - $9.67K
|
2.92K
$122K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-227- 1.92% |
$8.4K - $9.07K
|
11.6K
$484K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-225- 45.92% |
$8.32K - $8.99K
|
265
$11.1K
|
|