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 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.97KNew |
$257K - $299K
|
7.97K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.75K+ 17.49% |
$250K - $291K
|
52K
$2.22M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.18K+ 14.7% |
$232K - $269K
|
56K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.04KNew |
$227K - $264K
|
7.04K
$300K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 26.5% |
$217K - $252K
|
32.1K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
6.65KNew |
$215K - $249K
|
6.65K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.48K+ 10.46% |
$209K - $243K
|
68.5K
$2.92M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.17K+ 11.62% |
$199K - $231K
|
59.3K
$2.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6.09K+ 1.8% |
$197K - $229K
|
345K
$14.7M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
6.02KNew |
$194K - $226K
|
6.02K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.97K+ 33.45% |
$193K - $224K
|
23.8K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.67K+ 935.81% |
$183K - $213K
|
6.28K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5.6K+ 33.46% |
$181K - $210K
|
22.3K
$951K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.49K+ 15.17% |
$177K - $206K
|
41.6K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.34K+ 33.84% |
$172K - $200K
|
21.1K
$900K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.28K+ 8.49% |
$170K - $198K
|
67.4K
$2.87M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.11K+ 3.71% |
$165K - $192K
|
143K
$6.1M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.88K+ 21.38% |
$157K - $183K
|
27.7K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.71KNew |
$152K - $177K
|
4.71K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.68KNew |
$151K - $175K
|
4.68K
$199K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
4.37K+ 39.88% |
$141K - $164K
|
15.3K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.22K+ 12.84% |
$136K - $158K
|
37K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.03K+ 14.35% |
$130K - $151K
|
32.1K
$1.37M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.79K+ 4.62% |
$122K - $142K
|
85.8K
$3.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.72K+ 25.99% |
$120K - $139K
|
18K
$768K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.57K+ 7.96% |
$115K - $134K
|
48.4K
$2.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3.31K+ 118.36% |
$107K - $124K
|
6.11K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.29K+ 56.92% |
$106K - $124K
|
9.08K
$387K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.99K+ 23.64% |
$96.6K - $112K
|
15.7K
$667K
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.98K+ 24.5% |
$96.3K - $112K
|
15.2K
$646K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.97K+ 45.73% |
$95.7K - $111K
|
9.46K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.9K+ 5.84% |
$93.7K - $109K
|
52.6K
$2.24M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2.87K+ 5.55% |
$92.6K - $108K
|
54.6K
$2.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 20.68% |
$92.2K - $107K
|
16.7K
$710K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.85K+ 1.59% |
$92K - $107K
|
182K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.77K+ 32.1% |
$89.3K - $104K
|
11.4K
$485K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.76K+ 9.15% |
$89.2K - $104K
|
33K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$87.3K - $101K
|
2.7K
$115K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 12.17% |
$87.3K - $101K
|
24.9K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.64K+ 12.05% |
$85.2K - $99K
|
24.5K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.59K+ 17.79% |
$83.4K - $97K
|
17.1K
$729K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.53K+ 3.29% |
$81.8K - $95.1K
|
79.7K
$3.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2.48K+ 1.95% |
$80K - $93K
|
130K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 34.78% |
$79K - $91.8K
|
9.48K
$404K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.37K+ 4.78% |
$76.3K - $88.7K
|
51.9K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.26K+ 25.7% |
$72.9K - $84.8K
|
11.1K
$471K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 35.06% |
$68.5K - $79.6K
|
8.17K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
2.01K+ 7.81% |
$64.7K - $75.2K
|
27.7K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$63.3K - $73.6K
|
1.96K
$83.6K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 10.8% |
$61.2K - $71.1K
|
19.4K
$829K
|