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 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.58K- 16.82% |
$83.3K - $96.8K
|
12.8K
$544K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.81K- 5.88% |
$90.7K - $105K
|
45K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 7.47% |
$101K - $117K
|
38.7K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-3.17K- 18.65% |
$102K - $119K
|
13.8K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.44K- 92.21% |
$111K - $129K
|
291
$12.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.46K- 18.24% |
$112K - $130K
|
15.5K
$660K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.51K- 25.37% |
$113K - $132K
|
10.3K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.56K- 2.16% |
$115K - $134K
|
161K
$6.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.68K- 3.81% |
$119K - $138K
|
92.9K
$3.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.87K- 24.01% |
$125K - $145K
|
12.3K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.97K- 7.43% |
$128K - $149K
|
49.5K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.44K- 11.35% |
$143K - $166K
|
34.7K
$1.48M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.65K- 8.69% |
$150K - $174K
|
48.8K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.67K- 4.37% |
$151K - $175K
|
102K
$4.36M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.03K- 43.55% |
$162K - $189K
|
6.52K
$278K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.22K- 16.11% |
$168K - $196K
|
27.2K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.31K- 13.81% |
$171K - $199K
|
33.1K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.46K- 16.08% |
$176K - $205K
|
28.5K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.7K- 2.53% |
$184K - $214K
|
220K
$9.37M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.81K- 8.82% |
$187K - $218K
|
60K
$2.56M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6.65K- 18.16% |
$214K - $249K
|
29.9K
$1.28M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.71K- 45.09% |
$217K - $252K
|
8.17K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.18K- 12.82% |
$232K - $269K
|
48.8K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.02K- 13.3% |
$259K - $301K
|
52.3K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.24K- 9.58% |
$266K - $309K
|
77.7K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.85K- 23.57% |
$285K - $332K
|
28.7K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.9K- 11.66% |
$287K - $334K
|
67.4K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.2K- 24.5% |
$297K - $345K
|
28.3K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10.1K- 10.52% |
$327K - $380K
|
86.1K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 12.82% |
$332K - $386K
|
70K
$2.98M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 34.25% |
$342K - $397K
|
20.3K
$866K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.5K- 34.06% |
$403K - $468K
|
24.2K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.2K- 63.09% |
$428K - $497K
|
7.75K
$330K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-14K- 2.17% |
$452K - $525K
|
630K
$26.8M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14.8K- 69.78% |
$478K - $556K
|
6.42K
$274K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-15.2K- 9.13% |
$491K - $570K
|
151K
$6.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4K- 94.89% |
$562K - $653K
|
937
$39.9K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.5K- 4.45% |
$565K - $657K
|
376K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.6K- 14.54% |
$631K - $734K
|
115K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.6K- 4.28% |
$664K - $772K
|
460K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30K- 55.93% |
$967K - $1.12M
|
23.6K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-30.2K- 75.62% |
$975K - $1.13M
|
9.74K
$415K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-32.6K- 13.67% |
$1.05M - $1.22M
|
206K
$8.77M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-33.9K- 53.07% |
$1.09M - $1.27M
|
29.9K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.3K- 20.12% |
$1.27M - $1.47M
|
156K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.5K- 13.43% |
$1.69M - $1.97M
|
338K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.4K- 2.5% |
$1.82M - $2.12M
|
2.21M
$94M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.4K- 2.5% |
$1.82M - $2.12M
|
2.21M
$94M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-60K- 7.5% |
$1.94M - $2.25M
|
740K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.9K- 20.37% |
$1.97M - $2.29M
|
238K
$10.1M
|