Purchases and Sales Made in Q1 2023 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 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
Wescott Financial Advisory Group, LLC

BUY
 -
1.76K
+ 5.45%
$56.7K - $65.9K
34K $1.45M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.66K
+ 0.34%
$53.7K - $62.4K
485K $20.7M
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
1.58K
+ 3.72%
$51.1K - $59.4K
44.2K $1.88M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
1.48K
New
$47.8K - $55.5K
1.48K $63.1K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.41K
+ 8.5%
$45.5K - $52.9K
18K $767K
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
1.24K
+ 7.6%
$39.9K - $46.3K
17.5K $745K
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
1.23K
+ 1.97%
$39.8K - $46.3K
63.8K $2.72M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.22K
+ 26.84%
$39.3K - $45.7K
5.76K $245K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.22K
+ 6.26%
$39.2K - $45.6K
20.6K $879K
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.17K
+ 4.48%
$37.9K - $44K
27.4K $1.17M
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
1.09K
+ 0.39%
$35.2K - $40.9K
284K $12.1M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.08K
+ 13.9%
$34.9K - $40.6K
8.87K $378K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.08K
+ 15.43%
$34.9K - $40.5K
8.08K $344K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
1.07K
+ 4.12%
$34.5K - $40.1K
27K $1.15M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
1.05K
+ 2.62%
$33.9K - $39.3K
41.1K $1.75M
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.05K
+ 8.59%
$33.7K - $39.2K
13.2K $563K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
1K
+ 7.07%
$32.3K - $37.6K
15.2K $646K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
966
+ 0.79%
$31.2K - $36.2K
123K $5.24M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
927
New
$29.9K - $34.8K
927 $39.5K
Apr 20, 2023 Q1 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
922
+ 1.14%
$29.8K - $34.6K
81.7K $3.48M
May 01, 2023 Q1 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
915
+ 5.54%
$29.5K - $34.3K
17.4K $743K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
870
+ 6.24%
$28.1K - $32.6K
14.8K $631K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
749
New
$24.2K - $28.1K
749 $31.9K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
721
+ 358.71%
$23.3K - $27K
922 $39.3K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
708
+ 10.9%
$22.8K - $26.6K
7.21K $307K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
691
+ 1.3%
$22.3K - $25.9K
54K $2.3M
May 04, 2023 Q1 2023
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
662
+ 8.11%
$21.4K - $24.8K
8.82K $376K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
642
+ 6.08%
$20.7K - $24.1K
11.2K $478K
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
631
+ 5.46%
$20.4K - $23.7K
12.2K $520K
Apr 07, 2023 Q1 2023
Wade Financial Advisory, Inc

BUY
 -
630
+ 7.09%
$20.3K - $23.6K
9.52K $406K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
560
+ 2.96%
$18.1K - $21K
19.5K $829K
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
486
+ 0.91%
$15.7K - $18.2K
53.8K $2.29M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
430
+ 1.3%
$13.9K - $16.1K
33.5K $1.43M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
410
+ 256.25%
$13.2K - $15.4K
570 $24.3K
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
395
+ 5.89%
$12.7K - $14.8K
7.11K $303K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
390
+ 1.87%
$12.6K - $14.6K
21.2K $904K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
371
New
$12K - $13.9K
371 $15.8K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
364
+ 2.42%
$11.7K - $13.7K
15.4K $657K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
364
+ 1.87%
$11.7K - $13.7K
19.9K $847K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
360
New
$11.6K - $13.5K
360 $15.3K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
357
+ 4.19%
$11.5K - $13.4K
8.87K $378K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
343
+ 4.64%
$11.1K - $12.9K
7.73K $329K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
306
+ 3.39%
$9.87K - $11.5K
9.35K $398K
May 03, 2023 Q1 2023
Wells Financial Advisors Inc

BUY
 -
300
+ 3.69%
$9.68K - $11.3K
8.42K $359K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
290
+ 3.49%
$9.36K - $10.9K
8.59K $366K
May 12, 2023 Q1 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
238
+ 3.06%
$7.68K - $8.93K
8.02K $342K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
229
+ 1.81%
$7.39K - $8.59K
12.9K $548K
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
195
+ 0.9%
$6.29K - $7.31K
22K $935K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
168
+ 0.91%
$5.42K - $6.3K
18.7K $797K

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