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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
945+ 5.43% |
$34.3K - $38.1K
|
18.3K
$762K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
924+ 1.64% |
$33.6K - $37.2K
|
57.4K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
919+ 4.02% |
$33.4K - $37K
|
23.8K
$988K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
878+ 2.21% |
$31.9K - $35.4K
|
40.6K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
874+ 13.09% |
$31.8K - $35.2K
|
7.55K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
820+ 3.8% |
$29.8K - $33K
|
22.4K
$931K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
762+ 4.55% |
$27.7K - $30.7K
|
17.5K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
762+ 4.55% |
$27.7K - $30.7K
|
17.5K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
757+ 1.75% |
$27.5K - $30.5K
|
43.9K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
735+ 2.55% |
$26.7K - $29.6K
|
29.5K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
696+ 8.56% |
$25.3K - $28K
|
8.83K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 0.45% |
$25.1K - $27.8K
|
154K
$6.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
688+ 6.29% |
$25K - $27.7K
|
11.6K
$483K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
685+ 7.47% |
$24.9K - $27.6K
|
9.86K
$410K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
668+ 7.93% |
$24.3K - $26.9K
|
9.1K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
657+ 59.56% |
$23.9K - $26.5K
|
1.76K
$73.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
632+ 7.95% |
$23K - $25.5K
|
8.58K
$357K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
618+ 2.98% |
$22.5K - $24.9K
|
21.4K
$887K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
616+ 1.14% |
$22.4K - $24.8K
|
54.5K
$2.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
600+ 10.05% |
$21.8K - $24.2K
|
6.57K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
595+ 1.28% |
$21.6K - $24K
|
47K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
583+ 7.43% |
$21.2K - $23.5K
|
8.43K
$350K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
581+ 10.36% |
$21.1K - $23.4K
|
6.19K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
551+ 8.75% |
$20K - $22.2K
|
6.85K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
538+ 1.98% |
$19.5K - $21.7K
|
27.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
531+ 0.6% |
$19.3K - $21.4K
|
89.7K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
457+ 1.83% |
$16.6K - $18.4K
|
25.4K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
432+ 150.0% |
$15.7K - $17.4K
|
720
$29.9K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
427+ 2.44% |
$15.5K - $17.2K
|
17.9K
$744K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
420+ 1.78% |
$15.3K - $16.9K
|
24K
$997K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
418+ 7.27% |
$15.2K - $16.8K
|
6.17K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
409+ 1.5% |
$14.9K - $16.5K
|
27.7K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
386+ 3.05% |
$14K - $15.5K
|
13K
$542K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
335+ 0.76% |
$12.2K - $13.5K
|
44.3K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
311+ 1.47% |
$11.3K - $12.5K
|
21.5K
$893K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
307New |
$11.2K - $12.4K
|
307
$12.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
305+ 3.67% |
$11.1K - $12.3K
|
8.61K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
289+ 34.82% |
$10.5K - $11.6K
|
1.12K
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
270+ 2.7% |
$9.81K - $10.9K
|
10.3K
$427K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
269+ 1.56% |
$9.77K - $10.8K
|
17.5K
$727K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
231+ 0.32% |
$8.39K - $9.3K
|
72.3K
$3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
218+ 2.51% |
$7.92K - $8.78K
|
8.91K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
213+ 2.1% |
$7.74K - $8.58K
|
10.4K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
207+ 0.29% |
$7.52K - $8.34K
|
72.5K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 3.44% |
$6.61K - $7.33K
|
5.47K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
180New |
$6.54K - $7.25K
|
180
$7.48K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
178+ 2.42% |
$6.47K - $7.17K
|
7.53K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
175+ 2.99% |
$6.36K - $7.05K
|
6.02K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
164New |
$5.96K - $6.6K
|
164
$6.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
155New |
$5.63K - $6.24K
|
155
$6.44K
|