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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-233- 0.9% |
$9.57K - $10.7K
|
25.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-232- 5.48% |
$9.53K - $10.7K
|
4K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 0.44% |
$9.08K - $10.2K
|
49.6K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-216- 0.61% |
$8.88K - $9.92K
|
35.4K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 24.24% |
$8.22K - $9.19K
|
625
$25.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-200- 3.16% |
$8.22K - $9.19K
|
6.14K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 0.62% |
$8.09K - $9.05K
|
31.5K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.15% |
$8.01K - $8.96K
|
126K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 22.26% |
$7.85K - $8.77K
|
667
$27.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-176- 1.78% |
$7.23K - $8.09K
|
9.72K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-170- 1.69% |
$6.99K - $7.81K
|
9.88K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-132- 0.69% |
$5.42K - $6.06K
|
18.9K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-118- 1.4% |
$4.85K - $5.42K
|
8.33K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.01% |
$4.73K - $5.28K
|
3.71K
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 1.06% |
$4.52K - $5.05K
|
10.2K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-104- 1.2% |
$4.27K - $4.78K
|
8.59K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-94- 1.39% |
$3.86K - $4.32K
|
6.69K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-89- 0.61% |
$3.66K - $4.09K
|
14.6K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-83- 4.82% |
$3.41K - $3.81K
|
1.64K
$67.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.76% |
$3.08K - $3.45K
|
9.76K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62- 34.44% |
$2.55K - $2.85K
|
118
$4.87K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-52- 0.38% |
$2.14K - $2.39K
|
13.7K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-40- 0.38% |
$1.64K - $1.84K
|
10.6K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37- 0.62% |
$1.52K - $1.7K
|
5.93K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 2.17% |
$1.31K - $1.47K
|
1.44K
$59.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.47% |
$1.19K - $1.33K
|
6.16K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-28- 0.45% |
$1.15K - $1.29K
|
6.16K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 5.65% |
$1.07K - $1.19K
|
434
$17.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-17- 0.26% |
$699 - $781
|
6.63K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-16- 0.49% |
$657 - $735
|
3.27K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.2% |
$657 - $735
|
7.94K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.61% |
$616 - $689
|
2.45K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 0.09% |
$288 - $322
|
8.12K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.07% |
$288 - $322
|
9.37K
$387K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.35K- 35.6% |
$203K - $225K
|
9.67K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.15K- 3.34% |
$120K - $133K
|
91.4K
$3.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.57K- 27.38% |
$97.8K - $108K
|
6.82K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 10.65% |
$68K - $75.2K
|
15K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 8.36% |
$54.1K - $59.8K
|
15.6K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 7.87% |
$20K - $22.2K
|
6.17K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-506- 3.25% |
$19.2K - $21.3K
|
15.1K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 1.78% |
$17.1K - $18.9K
|
24.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-403- 7.75% |
$15.3K - $17K
|
4.8K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-370- 6.14% |
$14.1K - $15.6K
|
5.65K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 1.24% |
$9.51K - $10.5K
|
20K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-242- 4.31% |
$9.2K - $10.2K
|
5.37K
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$60.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-25- 0.27% |
$951 - $1.05K
|
9.31K
$384K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.56% |
$76.1 - $84.1
|
76
$3.14K
|
|