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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.9K- 22.7% |
$89.8K - $112K
|
9.88K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.35K- 89.79% |
$72.7K - $90.6K
|
267
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 91.62% |
$62.3K - $77.7K
|
184
$8.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-777- 19.03% |
$24.1K - $30K
|
3.31K
$150K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-534- 96.22% |
$16.5K - $20.6K
|
21
$956
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-208Closed |
$6.44K - $8.03K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-71.3KClosed |
$2.37M - $2.66M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 50.54% |
$897K - $1.01M
|
26.4K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21K- 46.63% |
$699K - $786K
|
24.1K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17.3K- 52.56% |
$574K - $646K
|
15.6K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.4K- 57.54% |
$545K - $613K
|
12.1K
$551K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.3K- 54.73% |
$542K - $610K
|
13.5K
$615K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.7K- 54.12% |
$487K - $548K
|
12.4K
$566K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.6K- 45.81% |
$420K - $473K
|
15K
$681K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.75K- 51.68% |
$224K - $252K
|
6.31K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.28K- 38.02% |
$208K - $235K
|
10.2K
$466K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.93K- 16.49% |
$197K - $221K
|
30K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.59K- 43.69% |
$186K - $209K
|
7.21K
$328K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.33K- 59.27% |
$177K - $199K
|
3.66K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.97K- 37.34% |
$132K - $148K
|
6.66K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 31.31% |
$110K - $124K
|
7.27K
$331K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.36K- 50.05% |
$78.2K - $88K
|
2.35K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.68K- 60.3% |
$55.7K - $62.7K
|
1.1K
$50.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 13.4% |
$44.6K - $50.2K
|
8.67K
$394K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 10.03% |
$34.5K - $38.8K
|
9.32K
$424K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-556- 52.55% |
$18.5K - $20.8K
|
502
$22.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-453- 51.42% |
$15K - $16.9K
|
428
$19.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 51.76% |
$3.42K - $3.85K
|
96
$4.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 49.66% |
$2.39K - $2.69K
|
73
$3.32K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.2K- 65.17% |
$397K - $434K
|
6.53K
$297K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.53K- 1.72% |
$277K - $303K
|
488K
$22.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.6K- 36.82% |
$214K - $235K
|
11.3K
$515K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-665- 6.83% |
$21.6K - $23.6K
|
9.07K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-648- 5.08% |
$21K - $23K
|
12.1K
$551K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-199- 2.26% |
$6.46K - $7.07K
|
8.62K
$392K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.93% |
$4.51K - $4.94K
|
7.07K
$322K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 71.43% |
$649 - $710
|
8
$364
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3- 0.35% |
$97.4 - $107
|
863
$39.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.29% |
$32.5 - $35.5
|
348
$15.8K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14.8K- 69.78% |
$478K - $556K
|
6.42K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.23K- 20.87% |
$72K - $83.6K
|
8.45K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 15.87% |
$41.8K - $48.5K
|
6.86K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.97% |
$36.5K - $42.5K
|
13.1K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 0.82% |
$1.61K - $1.88K
|
6.05K
$275K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-861K- 96.96% |
$26.7M - $30.3M
|
27K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.69K- 57.06% |
$301K - $342K
|
7.29K
$332K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.11K- 23.45% |
$252K - $286K
|
26.5K
$1.2M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 12.04% |
$32.2K - $36.6K
|
7.58K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-713- 10.21% |
$22.1K - $25.1K
|
6.27K
$285K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$2.33K - $2.64K
|
27.1K
$1.24M
|
|