Purchases and Sales Made in Q1 2022 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE MSCI USA SMA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
9.58K
+ 35.44%
$341K - $391K
36.6K $1.56M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.34K
+ 53.27%
$332K - $381K
26.9K $1.14M
May 02, 2022 Q1 2022
Sage Financial Group Inc

BUY
 -
8.89K
+ 53.46%
$316K - $363K
25.5K $1.09M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
8.83K
+ 78.85%
$314K - $361K
20K $854K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.68K
+ 3.84%
$309K - $354K
235K $10M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
8.41K
+ 213.13%
$299K - $343K
12.4K $526K
May 05, 2022 Q1 2022
Savant Capital, LLC

BUY
 -
7.86K
+ 16.8%
$279K - $321K
54.6K $2.33M
May 05, 2022 Q1 2022
West Wealth Group, LLC

BUY
 -
7.6K
New
$270K - $310K
7.6K $324K
Apr 08, 2022 Q1 2022
Trust CO

BUY
 -
7.56K
New
$269K - $309K
7.56K $322K
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
7.53K
+ 68.52%
$268K - $307K
18.5K $789K
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
7.35K
+ 23.18%
$262K - $300K
39.1K $1.66M
May 13, 2022 Q1 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
7.14K
+ 11.12%
$254K - $291K
71.3K $3.04M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
7.05K
+ 28.68%
$251K - $288K
31.6K $1.35M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
7.02K
+ 75.44%
$250K - $287K
16.3K $696K
Apr 19, 2022 Q1 2022
Hilltop Wealth Advisors, LLC

BUY
 -
6.97K
+ 36.89%
$248K - $284K
25.8K $1.1M
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
6.95K
New
$247K - $284K
6.95K $296K
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
6.9K
New
$245K - $282K
6.9K $294K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
6.75K
New
$240K - $276K
6.75K $288K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
6.28K
+ 11.09%
$223K - $256K
62.9K $2.68M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
6.14K
New
$219K - $251K
6.14K $262K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.14K
+ 19.57%
$218K - $251K
37.5K $1.6M
Apr 25, 2022 Q1 2022
Sharkey, Howes & Javer

BUY
 -
5.97K
+ 5.16%
$212K - $244K
122K $5.18M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.86K
+ 6.38%
$208K - $239K
97.7K $4.16M
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
5.82K
New
$207K - $238K
5.82K $248K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
5.81K
+ 10.56%
$207K - $237K
60.8K $2.59M
Apr 26, 2022 Q1 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
5.74K
New
$204K - $234K
5.74K $245K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.73K
+ 10.26%
$204K - $234K
61.6K $2.62M
Apr 08, 2022 Q1 2022
Monterey Private Wealth, Inc.

BUY
 -
5.69K
New
$202K - $232K
5.69K $242K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.68K
New
$202K - $232K
5.68K $242K
May 13, 2022 Q1 2022
Fortis Capital Management LLC

BUY
 -
5.62K
New
$200K - $229K
5.62K $239K
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
5.6K
New
$199K - $229K
5.6K $239K
May 16, 2022 Q1 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
5.59K
+ 4.23%
$199K - $228K
138K $5.87M
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
5.58K
+ 51.1%
$199K - $228K
16.5K $703K
Apr 14, 2022 Q1 2022
Moller Financial Services

BUY
 -
5.56K
New
$198K - $227K
5.56K $237K
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

BUY
 -
5.51K
New
$196K - $225K
5.51K $235K
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
5.5K
New
$196K - $225K
5.5K $234K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
5.23K
+ 73.39%
$186K - $213K
12.3K $526K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
4.78K
+ 20.6%
$170K - $195K
28K $1.19M
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
4.39K
New
$156K - $179K
4.39K $187K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
4.39K
+ 37.08%
$156K - $179K
16.2K $691K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.39K
+ 4.03%
$156K - $179K
113K $4.83M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.32K
+ 72.4%
$154K - $176K
10.3K $438K
Apr 28, 2022 Q1 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
4.28K
+ 13.51%
$152K - $175K
35.9K $1.53M
May 02, 2022 Q1 2022
Spinnaker Trust

BUY
 -
4.2K
+ 13.03%
$149K - $172K
36.5K $1.55M
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
4.14K
+ 16.6%
$147K - $169K
29K $1.24M
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

BUY
 -
4.06K
+ 278.57%
$144K - $166K
5.51K $235K
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
3.96K
+ 9.83%
$141K - $162K
44.2K $1.88M
Apr 20, 2022 Q1 2022
Crestone Asset Management LLC

BUY
 -
3.86K
+ 27.16%
$137K - $158K
18.1K $771K
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
3.85K
+ 62.25%
$137K - $157K
10K $427K

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