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 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.68KClosed |
$202K - $232K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.02KClosed |
$214K - $246K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-6.22K- 12.51% |
$221K - $254K
|
43.5K
$1.85M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.61KClosed |
$235K - $270K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-8.44KClosed |
$300K - $344K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-8.52KClosed |
$303K - $348K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.56KClosed |
$305K - $350K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.2K- 76.11% |
$364K - $418K
|
3.21K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-10.3K- 11.89% |
$366K - $420K
|
76.3K
$3.25M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 19.29% |
$401K - $461K
|
47.2K
$2.01M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 69.51% |
$446K - $511K
|
5.49K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-13.3KClosed |
$474K - $545K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-13.3KClosed |
$475K - $545K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.3KClosed |
$546K - $626K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-15.6K- 45.54% |
$555K - $637K
|
18.7K
$795K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 76.74% |
$645K - $740K
|
5.49K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-18.7K- 43.14% |
$664K - $762K
|
24.6K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.4KClosed |
$762K - $875K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 8.12% |
$787K - $904K
|
251K
$10.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-23.6KClosed |
$839K - $963K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.5K- 2.48% |
$870K - $998K
|
961K
$41M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-27K- 37.94% |
$960K - $1.1M
|
44.1K
$1.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 9.06% |
$2.71M - $3.12M
|
766K
$32.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-125K- 58.89% |
$4.44M - $5.1M
|
87.2K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-134KClosed |
$4.76M - $5.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-157K- 33.98% |
$5.57M - $6.4M
|
304K
$13M
|