Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.18M+ 3379.21% |
$38.2M - $44.4M
|
1.22M
$50.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
740K+ 100.0% |
$23.9M - $27.8M
|
1.48M
$61.5M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
133K+ 1411.3% |
$4.3M - $5M
|
143K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
124K+ 7.18% |
$4M - $4.65M
|
1.85M
$77M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
113K+ 131.73% |
$3.63M - $4.22M
|
198K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
111KNew |
$3.57M - $4.15M
|
111K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
80.1KNew |
$2.58M - $3M
|
80.1K
$3.33M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
68K+ 57.18% |
$2.19M - $2.55M
|
187K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
49.7K+ 16.04% |
$1.6M - $1.87M
|
360K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49.3K+ 2.67% |
$1.59M - $1.85M
|
1.9M
$78.8M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
46.8K+ 18.0% |
$1.51M - $1.75M
|
307K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
41.9K+ 12.63% |
$1.35M - $1.57M
|
374K
$15.5M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
38.4KNew |
$1.24M - $1.44M
|
38.4K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
37.1K+ 4.45% |
$1.2M - $1.39M
|
872K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.6K+ 11.1% |
$1.12M - $1.3M
|
346K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
33.5K+ 9.55% |
$1.08M - $1.26M
|
385K
$16M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2K+ 26.46% |
$1.01M - $1.17M
|
149K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.8K+ 80.23% |
$995K - $1.16M
|
69.2K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 11.48% |
$983K - $1.14M
|
296K
$12.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27.1K+ 541.96% |
$874K - $1.02M
|
32.1K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.5K+ 10.1% |
$822K - $956K
|
278K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.6K+ 7.2% |
$762K - $885K
|
352K
$14.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
22.7K+ 29.06% |
$731K - $850K
|
101K
$4.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
22.2K+ 2.07% |
$716K - $833K
|
1.1M
$45.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$707K - $822K
|
21.9K
$910K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.6KNew |
$696K - $809K
|
21.6K
$896K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.8K+ 126.73% |
$605K - $704K
|
33.6K
$1.39M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.6KNew |
$600K - $698K
|
18.6K
$773K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18K+ 230.88% |
$581K - $676K
|
25.8K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 44.66% |
$567K - $659K
|
56.9K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
17.2K+ 3.46% |
$556K - $646K
|
514K
$21.4M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.7K+ 33.73% |
$539K - $627K
|
66.2K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 140.01% |
$521K - $605K
|
27.7K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16K+ 826.56% |
$516K - $600K
|
17.9K
$745K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
14.9K+ 8.3% |
$479K - $557K
|
194K
$8.06M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3KNew |
$462K - $537K
|
14.3K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 1.3% |
$455K - $529K
|
1.1M
$45.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.7K+ 117.78% |
$441K - $513K
|
25.3K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 6.06% |
$436K - $507K
|
237K
$9.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
13.4K+ 8.57% |
$432K - $502K
|
170K
$7.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13.3K+ 21.74% |
$429K - $498K
|
74.4K
$3.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
12.5K+ 60.34% |
$402K - $467K
|
33.1K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 10.26% |
$389K - $452K
|
129K
$5.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.3KNew |
$365K - $424K
|
11.3K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8K+ 25.72% |
$349K - $406K
|
52.9K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$332K - $385K
|
10.3K
$427K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 60.07% |
$308K - $357K
|
25.4K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.18K+ 4.79% |
$296K - $344K
|
201K
$8.34M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
8.52KNew |
$275K - $320K
|
8.52K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.1K+ 122.02% |
$261K - $304K
|
14.7K
$613K
|