Purchases and Sales Made in Q1 2024 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 2024. 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 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.72K+ 30.83% |
$208K - $230K
|
24.3K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.69K+ 20.28% |
$207K - $229K
|
33.8K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.69KNew |
$207K - $229K
|
5.69K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.66K+ 2.87% |
$205K - $228K
|
202K
$8.41M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.61KNew |
$204K - $226K
|
5.61K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.6KNew |
$203K - $225K
|
5.6K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.43K+ 13.19% |
$197K - $219K
|
46.6K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.26KNew |
$191K - $212K
|
5.26K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.26KNew |
$191K - $212K
|
5.26K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.19KNew |
$188K - $209K
|
5.19K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$182K - $201K
|
5K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.84K+ 38.69% |
$176K - $195K
|
17.3K
$720K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.83K+ 9.64% |
$176K - $195K
|
55K
$2.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.78K+ 13.97% |
$173K - $192K
|
38.9K
$1.62M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.78K+ 13.97% |
$173K - $192K
|
38.9K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.75K+ 5.63% |
$172K - $191K
|
89K
$3.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32K+ 4.07% |
$157K - $174K
|
111K
$4.6M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.23KNew |
$154K - $171K
|
4.23K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.12K+ 1.03% |
$149K - $166K
|
403K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.1K+ 33.21% |
$149K - $165K
|
16.4K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.02K+ 22.49% |
$146K - $162K
|
21.9K
$909K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.84K+ 21.8% |
$139K - $155K
|
21.4K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.68K+ 34.88% |
$134K - $148K
|
14.2K
$592K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.66K+ 0.75% |
$133K - $147K
|
490K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.54K+ 0.97% |
$129K - $143K
|
369K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.48K+ 7.58% |
$126K - $140K
|
49.4K
$2.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
3.43K+ 3.14% |
$125K - $138K
|
113K
$4.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.11K+ 3.96% |
$113K - $125K
|
81.5K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.02K+ 3.76% |
$110K - $121K
|
83.3K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.95K+ 12.73% |
$107K - $119K
|
26.1K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.65K+ 5.68% |
$96.3K - $107K
|
49.3K
$2.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.55K+ 5.77% |
$92.8K - $103K
|
46.8K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.37K+ 4.9% |
$86K - $95.3K
|
50.6K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 9.65% |
$72.7K - $80.5K
|
22.7K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.88K+ 1.89% |
$68.4K - $75.8K
|
101K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.88K+ 11.02% |
$68.3K - $75.7K
|
18.9K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.84K+ 34.93% |
$66.9K - $74.1K
|
7.11K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.64K+ 43.85% |
$59.7K - $66.2K
|
5.39K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 9.17% |
$58.3K - $64.6K
|
19.1K
$793K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58K+ 6.24% |
$57.3K - $63.5K
|
26.8K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.54KNew |
$55.8K - $61.9K
|
1.54K
$63.8K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.52K+ 4.18% |
$55.1K - $61K
|
37.8K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.43K+ 0.29% |
$52K - $57.6K
|
500K
$20.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.37K+ 11.02% |
$49.7K - $55K
|
13.8K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18K+ 19.32% |
$42.9K - $47.6K
|
7.3K
$303K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.07K+ 6.38% |
$38.7K - $42.9K
|
17.8K
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.03K+ 2.13% |
$37.5K - $41.5K
|
49.4K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.02K+ 6.06% |
$37.2K - $41.2K
|
17.9K
$744K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
950New |
$34.5K - $38.3K
|
950
$39.5K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
945+ 15.06% |
$34.3K - $38.1K
|
7.22K
$300K
|