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
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-389
- 6.47%
$13.8K - $15.9K
5.62K $240K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-399
- 2.63%
$14.2K - $16.3K
14.8K $629K
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-419
Closed
$14.9K - $17.1K
0 $0
Apr 22, 2022 Q1 2022
Montecito Bank & Trust

SELL
 -
-500
- 3.18%
$17.8K - $20.4K
15.2K $648K
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-544
- 0.56%
$19.4K - $22.2K
96.8K $4.12M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-559
Closed
$19.9K - $22.8K
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-573
- 6.76%
$20.4K - $23.4K
7.9K $337K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-615
Closed
$21.9K - $25.1K
0 $0
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-672
- 10.53%
$23.9K - $27.4K
5.71K $243K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

SELL
 -
-673
- 8.41%
$23.9K - $27.5K
7.33K $312K
May 11, 2022 Q1 2022
Institutional & Family Asset Management, LLC

SELL
 -
-751
- 7.48%
$26.7K - $30.7K
9.29K $396K
Apr 25, 2022 Q1 2022
Wells Financial Advisors Inc

SELL
 -
-815
- 62.31%
$29K - $33.3K
493 $21K
Apr 21, 2022 Q1 2022
Vaughan & CO Securities, Inc.

SELL
 -
-873
- 6.96%
$31.1K - $35.6K
11.7K $497K
May 02, 2022 Q1 2022
Riverwater Partners LLC

SELL
 -
-887
- 4.84%
$31.6K - $36.2K
17.4K $743K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-973
- 0.65%
$34.6K - $39.7K
149K $6.33M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1K
Closed
$35.6K - $40.8K
0 $0
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-1.08K
- 0.83%
$38.3K - $44K
128K $5.46M
Apr 29, 2022 Q1 2022
Addison Advisors LLC

SELL
 -
-1.1K
- 3.07%
$38.9K - $44.7K
34.6K $1.47M
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-1.15K
- 7.11%
$40.9K - $46.9K
15K $640K
Apr 25, 2022 Q1 2022
Bailard, Inc.

SELL
 -
-1.16K
- 1.0%
$41.3K - $47.4K
115K $4.91M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.2K
Closed
$42.7K - $49K
0 $0
Apr 13, 2022 Q1 2022
Autus Asset Management, LLC

SELL
 -
-1.29K
- 4.48%
$46K - $52.8K
27.5K $1.17M
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-1.38K
- 0.16%
$49.2K - $56.5K
840K $35.8M
Apr 08, 2022 Q1 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-1.39K
- 2.7%
$49.5K - $56.9K
50.3K $2.14M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.45K
- 8.41%
$51.5K - $59.1K
15.8K $672K
May 10, 2022 Q1 2022
Dohj, LLC

Seattle, WA
SELL
 -
-2.06K
- 12.58%
$73.1K - $83.9K
14.3K $609K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.17K
- 15.57%
$77.1K - $88.5K
11.8K $501K
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-2.25K
- 21.58%
$80.2K - $92K
8.19K $349K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.52K
- 13.55%
$89.7K - $103K
16.1K $686K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-3.16K
- 18.09%
$112K - $129K
14.3K $609K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-3.17K
- 7.6%
$113K - $129K
38.5K $1.64M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-3.39K
- 12.57%
$121K - $138K
23.6K $1.01M
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

SELL
 -
-3.47K
- 31.12%
$123K - $142K
7.67K $327K
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
SELL
 -
-3.48K
- 17.33%
$124K - $142K
16.6K $706K
Apr 20, 2022 Q1 2022
Private Capital Management LLC

SELL
 -
-3.54K
- 28.81%
$126K - $144K
8.75K $373K
Apr 07, 2022 Q1 2022
Diversified Trust CO

SELL
 -
-3.8K
- 7.78%
$135K - $155K
45K $1.92M
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-4.01K
- 19.05%
$143K - $164K
17.1K $727K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-4.13K
- 17.88%
$147K - $169K
19K $809K
Apr 28, 2022 Q1 2022
Northland Capital Management LLC

SELL
 -
-4.23K
- 8.98%
$150K - $173K
42.8K $1.83M
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-4.46K
- 10.58%
$159K - $182K
37.7K $1.61M
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-4.67K
- 3.45%
$166K - $191K
131K $5.56M
May 13, 2022 Q1 2022
Old Mission Capital LLC

SELL
 -
-4.85K
- 18.12%
$173K - $198K
21.9K $935K
Apr 04, 2022 Q1 2022
Impac Tfolio, LLC

SELL
 -
-5.03K
- 6.37%
$179K - $205K
74K $3.15M
Jun 17, 2024 Q1 2022
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-5.11K
Closed
$182K - $209K
0 $0
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
SELL
 -
-5.15K
- 23.99%
$183K - $210K
16.3K $696K
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-5.19K
Closed
$185K - $212K
0 $0
Apr 26, 2022 Q1 2022
Arlington Financial Advisors, LLC

SELL
 -
-5.2K
Closed
$185K - $212K
0 $0
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-5.27K
Closed
$188K - $215K
0 $0
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-5.51K
- 9.58%
$196K - $225K
52K $2.21M

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