Purchases and Sales Made in Q1 2022 in Ishares Esg Aware Msci Usa Sma (ESML)
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 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.84K+ 38.48% |
$137K - $157K
|
13.8K
$589K
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.84K+ 15.37% |
$136K - $157K
|
28.8K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.81KNew |
$135K - $155K
|
3.81K
$162K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 13.64% |
$133K - $152K
|
31.1K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.51K+ 14.54% |
$125K - $143K
|
27.6K
$1.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.5K+ 4.34% |
$124K - $143K
|
84.2K
$3.59M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.32K+ 60.2% |
$118K - $136K
|
8.84K
$376K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.3K+ 20.02% |
$117K - $135K
|
19.8K
$842K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.24K+ 1.87% |
$115K - $132K
|
177K
$7.54M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.2K+ 65.56% |
$114K - $130K
|
8.07K
$344K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.12K+ 1.89% |
$111K - $127K
|
168K
$7.15M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 48.39% |
$111K - $127K
|
9.55K
$407K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.11KNew |
$111K - $127K
|
3.11K
$133K
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
3.09K+ 30.64% |
$110K - $126K
|
13.2K
$561K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 13.22% |
$108K - $124K
|
26.1K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
$108K - $124K
|
3.04K
$129K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.04KNew |
$108K - $124K
|
3.04K
$129K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.03K+ 22.58% |
$108K - $124K
|
16.5K
$701K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.92K+ 11.79% |
$104K - $119K
|
27.7K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.73K+ 24.07% |
$97.1K - $111K
|
14.1K
$600K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.72K+ 6.12% |
$96.6K - $111K
|
47.1K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 23.6% |
$96.1K - $110K
|
14.2K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.69K+ 11.15% |
$95.8K - $110K
|
26.8K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.45K+ 23.28% |
$87.2K - $100K
|
13K
$553K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.34K+ 7.27% |
$83.3K - $95.6K
|
34.5K
$1.47M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.29K+ 4.47% |
$81.4K - $93.4K
|
53.5K
$2.28M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27K+ 5.48% |
$80.7K - $92.7K
|
43.7K
$1.86M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 11.96% |
$80.1K - $92K
|
21.1K
$899K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.17K+ 6.72% |
$77.3K - $88.7K
|
34.5K
$1.47M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.14K+ 94.19% |
$76.2K - $87.4K
|
4.41K
$188K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.1K+ 15.15% |
$74.6K - $85.6K
|
15.9K
$679K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.97K+ 23.03% |
$70K - $80.4K
|
10.5K
$448K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.95K+ 31.24% |
$69.5K - $79.7K
|
8.2K
$350K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.94K+ 5.23% |
$68.8K - $79K
|
38.9K
$1.66M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 2601.43% |
$64.8K - $74.4K
|
1.89K
$80.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.77K+ 4.21% |
$62.9K - $72.2K
|
43.8K
$1.87M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.76K+ 21.81% |
$62.5K - $71.7K
|
9.81K
$418K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.74K+ 10.21% |
$61.7K - $70.8K
|
18.7K
$798K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.65K+ 19.4% |
$58.7K - $67.4K
|
10.2K
$433K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.63K+ 6.92% |
$57.9K - $66.5K
|
25.1K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.58K+ 2.3% |
$56.3K - $64.7K
|
70.4K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.55K+ 4.7% |
$55.1K - $63.3K
|
34.5K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.53K+ 6.75% |
$54.2K - $62.3K
|
24.1K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 10.95% |
$53.4K - $61.2K
|
15.2K
$648K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
1.45K+ 26.8% |
$51.5K - $59.2K
|
6.86K
$292K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45K+ 8.96% |
$51.4K - $59K
|
17.6K
$749K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 10.64% |
$50.3K - $57.8K
|
14.7K
$627K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.4K+ 1.82% |
$49.7K - $57K
|
78K
$3.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.39K+ 9.93% |
$49.3K - $56.5K
|
15.3K
$654K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.33K+ 19.41% |
$47.4K - $54.4K
|
8.19K
$349K
|