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 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
290+ 5.95% |
$10.3K - $11.8K
|
5.17K
$220K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 6.89% |
$10.1K - $11.6K
|
4.42K
$188K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
280+ 3.95% |
$9.96K - $11.4K
|
7.37K
$314K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
278+ 3.07% |
$9.89K - $11.4K
|
9.34K
$398K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
275+ 4.42% |
$9.78K - $11.2K
|
6.5K
$277K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
249+ 2.06% |
$8.86K - $10.2K
|
12.4K
$527K
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
223+ 1.54% |
$7.93K - $9.11K
|
14.7K
$627K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
193+ 0.93% |
$6.87K - $7.88K
|
20.9K
$890K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
189+ 3.71% |
$6.72K - $7.72K
|
5.28K
$225K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
181+ 1.66% |
$6.44K - $7.39K
|
11.1K
$473K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
155+ 0.86% |
$5.51K - $6.33K
|
18.1K
$773K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
153+ 2.49% |
$5.44K - $6.25K
|
6.3K
$268K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 3.03% |
$4.13K - $4.74K
|
3.95K
$168K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
107+ 2.56% |
$3.81K - $4.37K
|
4.28K
$182K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105+ 0.35% |
$3.73K - $4.29K
|
29.9K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
91+ 0.55% |
$3.24K - $3.72K
|
16.6K
$708K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.48% |
$2.53K - $2.9K
|
15K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
57+ 0.54% |
$2.03K - $2.33K
|
10.6K
$450K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
48+ 0.45% |
$1.71K - $1.96K
|
10.7K
$457K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
13+ 0.24% |
$462 - $531
|
5.49K
$234K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11+ 0.17% |
$391 - $449
|
6.6K
$281K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$356 - $408
|
6.61K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.23% |
$356 - $408
|
4.38K
$187K
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7+ 1.01% |
$249 - $286
|
703
$30K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.1% |
$213 - $245
|
5.91K
$252K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.28% |
$178 - $204
|
1.78K
$76K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.11% |
$142 - $163
|
3.69K
$157K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3+ 0.04% |
$107 - $122
|
8.11K
$346K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.7% |
$71.1 - $81.7
|
287
$12.2K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10- 0.08% |
$356 - $408
|
11.8K
$504K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-10- 0.15% |
$356 - $408
|
6.69K
$285K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 9.22% |
$711 - $817
|
197
$8.39K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21- 0.01% |
$747 - $857
|
333K
$14.2M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30Closed |
$1.07K - $1.22K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-36- 0.01% |
$1.28K - $1.47K
|
665K
$28.3M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-48- 10.64% |
$1.71K - $1.96K
|
403
$17.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50Closed |
$1.78K - $2.04K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-71- 10.17% |
$2.53K - $2.9K
|
627
$26.7K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-100- 1.65% |
$3.56K - $4.08K
|
5.95K
$253K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-125- 26.32% |
$4.45K - $5.1K
|
350
$14.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-126- 1.33% |
$4.48K - $5.14K
|
9.38K
$400K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-140Closed |
$4.98K - $5.72K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-155- 0.65% |
$5.51K - $6.33K
|
23.7K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-197- 2.29% |
$7.01K - $8.04K
|
8.41K
$358K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-216- 9.23% |
$7.68K - $8.82K
|
2.13K
$90.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-248- 3.84% |
$8.82K - $10.1K
|
6.21K
$265K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-267- 2.41% |
$9.5K - $10.9K
|
10.8K
$461K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-282- 22.0% |
$10K - $11.5K
|
1K
$42.6K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-361Closed |
$12.8K - $14.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-361Closed |
$12.8K - $14.7K
|
0
$0
|