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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-217- 2.15% |
$7K - $8.14K
|
9.88K
$410K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-235- 7.79% |
$7.58K - $8.81K
|
2.78K
$116K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-239- 1.24% |
$7.71K - $8.96K
|
19K
$790K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-252- 2.69% |
$8.13K - $9.45K
|
9.11K
$379K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-257- 5.57% |
$8.29K - $9.64K
|
4.36K
$181K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-267- 1.66% |
$8.62K - $10K
|
15.8K
$656K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-278- 0.52% |
$8.97K - $10.4K
|
53.1K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-295- 9.62% |
$9.52K - $11.1K
|
2.77K
$115K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-370- 5.75% |
$11.9K - $13.9K
|
6.06K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-379- 3.75% |
$12.2K - $14.2K
|
9.73K
$404K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-427- 6.66% |
$13.8K - $16K
|
5.98K
$249K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-460- 1.83% |
$14.8K - $17.3K
|
24.6K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-509- 5.19% |
$16.4K - $19.1K
|
9.29K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-522- 3.93% |
$16.8K - $19.6K
|
12.8K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-572- 5.11% |
$18.5K - $21.5K
|
10.6K
$441K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-604- 6.03% |
$19.5K - $22.7K
|
9.42K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-700- 5.47% |
$22.6K - $26.3K
|
12.1K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-725- 10.74% |
$23.4K - $27.2K
|
6.03K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-888- 1.22% |
$28.7K - $33.3K
|
71.8K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-920- 51.51% |
$29.7K - $34.5K
|
866
$36K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 7.97% |
$36.5K - $42.5K
|
13.1K
$543K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.15K- 56.16% |
$37.2K - $43.3K
|
901
$37.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.21K- 8.39% |
$38.9K - $45.2K
|
13.2K
$547K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.21K- 4.0% |
$39K - $45.4K
|
29K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 12.05% |
$39.6K - $46K
|
8.95K
$372K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-1.23K- 14.32% |
$39.7K - $46.1K
|
7.35K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.23K- 5.41% |
$39.8K - $46.2K
|
21.6K
$896K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 15.87% |
$41.8K - $48.5K
|
6.86K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.42K- 2.63% |
$45.8K - $53.2K
|
52.6K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.45K- 5.48% |
$46.7K - $54.3K
|
25K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.48K- 1.19% |
$47.7K - $55.4K
|
122K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.49K- 11.14% |
$48K - $55.8K
|
11.9K
$493K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 6.33% |
$53.8K - $62.5K
|
24.7K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.75K- 4.15% |
$56.3K - $65.5K
|
40.3K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.78K- 9.28% |
$57.4K - $66.7K
|
17.4K
$723K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 3.06% |
$58K - $67.4K
|
56.9K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.81K- 2.13% |
$58.4K - $67.9K
|
83.4K
$3.47M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.85K- 13.87% |
$59.6K - $69.3K
|
11.5K
$477K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.97K- 9.54% |
$63.5K - $73.9K
|
18.7K
$776K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.02K- 6.65% |
$65.3K - $75.9K
|
28.4K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18K- 22.51% |
$70.4K - $81.8K
|
7.51K
$312K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.19K- 7.74% |
$70.6K - $82K
|
26.1K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.23K- 20.87% |
$72K - $83.6K
|
8.45K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.24K- 17.41% |
$72.2K - $83.9K
|
10.6K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 18.41% |
$72.4K - $84.2K
|
9.94K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.29K- 2.62% |
$73.7K - $85.7K
|
85K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.33K- 18.16% |
$75.2K - $87.4K
|
10.5K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.33K- 12.7% |
$75.3K - $87.5K
|
16K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.35K- 3.26% |
$75.7K - $88K
|
69.6K
$2.89M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.58K- 16.82% |
$83.3K - $96.8K
|
12.8K
$530K
|