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 11, 2021
Q2 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-50KClosed |
$1.9M - $2.05M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-31.8KClosed |
$1.21M - $1.3M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23.4KClosed |
$891K - $959K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-16.5KClosed |
$625K - $673K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.1KClosed |
$270K - $291K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-6.51KClosed |
$247K - $266K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.29KClosed |
$86.9K - $93.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.97KClosed |
$75K - $80.8K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-431Closed |
$16.4K - $17.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14.8KClosed |
$499K - $598K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-95Closed |
$3.2K - $3.84K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.32K- 30.37% |
$143K - $184K
|
12.2K
$555K
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.06KClosed |
$82.2K - $106K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.44KClosed |
$38.6K - $49.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.6K- 31.44% |
$88.4K - $100K
|
7.85K
$357K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-456Closed |
$8.36K - $12.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 05, 2024
Q1 2020
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-23.7KClosed |
$407K - $701K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-13.1KClosed |
$225K - $387K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.2KClosed |
$175K - $302K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20Closed |
$511 - $552
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 06, 2019
Q1 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-16.5KClosed |
$369K - $444K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 07, 2019
Q4 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17KClosed |
$363K - $474K
|
0
$0
|
|