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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.32K+ 12.92% |
$46.8K - $53.7K
|
11.5K
$490K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 77.43% |
$46.7K - $53.7K
|
3.01K
$128K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3KNew |
$46.2K - $53.1K
|
1.3K
$55.4K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.26K+ 7.19% |
$44.8K - $51.4K
|
18.8K
$800K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.24KNew |
$44.1K - $50.6K
|
1.24K
$52.8K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.23K+ 6.1% |
$43.8K - $50.3K
|
21.4K
$912K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 8.3% |
$41.8K - $48K
|
15.3K
$654K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.14K+ 2.76% |
$40.5K - $46.5K
|
42.5K
$1.81M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 12.85% |
$39.8K - $45.7K
|
9.83K
$419K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
1.1K+ 7.26% |
$39.2K - $45K
|
16.3K
$694K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.02K+ 7.65% |
$36.3K - $41.7K
|
14.4K
$613K
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
977+ 10.3% |
$34.8K - $39.9K
|
10.5K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
915New |
$32.5K - $37.4K
|
915
$39K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
902+ 17.15% |
$32.1K - $36.8K
|
6.16K
$263K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
820+ 8.86% |
$29.2K - $33.5K
|
10.1K
$429K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
788+ 15.0% |
$28K - $32.2K
|
6.04K
$257K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
785+ 6.22% |
$27.9K - $32.1K
|
13.4K
$571K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780+ 12.45% |
$27.7K - $31.8K
|
7.04K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
780+ 11.09% |
$27.7K - $31.8K
|
7.82K
$333K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
753+ 4.93% |
$26.8K - $30.7K
|
16K
$682K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
749New |
$26.6K - $30.6K
|
749
$31.9K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
727+ 4.79% |
$25.9K - $29.7K
|
15.9K
$678K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
715New |
$25.4K - $29.2K
|
715
$30.5K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
680+ 9.18% |
$24.2K - $27.8K
|
8.08K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
662+ 618.69% |
$23.5K - $27K
|
769
$32.8K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
651+ 10.66% |
$23.2K - $26.6K
|
6.76K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
650+ 10.79% |
$23.1K - $26.5K
|
6.68K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
646+ 6.33% |
$23K - $26.4K
|
10.8K
$462K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
625+ 1.28% |
$22.2K - $25.5K
|
49.5K
$2.11M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
618+ 223.91% |
$22K - $25.2K
|
894
$38.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
597+ 8.73% |
$21.2K - $24.4K
|
7.44K
$317K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
581New |
$20.7K - $23.7K
|
581
$24.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
570New |
$20.3K - $23.3K
|
570
$24.3K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
562New |
$20K - $22.9K
|
562
$23.9K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
520+ 6.05% |
$18.5K - $21.2K
|
9.12K
$389K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
509+ 2.16% |
$18.1K - $20.8K
|
24.1K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
505+ 2.5% |
$18K - $20.6K
|
20.7K
$881K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
450+ 103.45% |
$16K - $18.4K
|
885
$37.7K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
440+ 2.16% |
$15.7K - $18K
|
20.8K
$886K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
435+ 0.68% |
$15.5K - $17.8K
|
64.6K
$2.75M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 90.81% |
$15.1K - $17.4K
|
893
$38.1K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
425+ 90.81% |
$15.1K - $17.4K
|
893
$38.1K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
419+ 101.7% |
$14.9K - $17.1K
|
831
$35.4K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
415+ 2.77% |
$14.8K - $16.9K
|
15.4K
$656K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
377+ 7.54% |
$13.4K - $15.4K
|
5.38K
$229K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
363New |
$12.9K - $14.8K
|
363
$15.5K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
314+ 6.84% |
$11.2K - $12.8K
|
4.91K
$209K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
314+ 4.98% |
$11.2K - $12.8K
|
6.62K
$282K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
294New |
$10.5K - $12K
|
294
$12.5K
|