Purchases and Sales Made in Q1 2024 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 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 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
153
+ 0.28%
$5.56K - $6.16K
55.6K $2.31M
Apr 16, 2024 Q1 2024
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
145
+ 0.17%
$5.27K - $5.84K
84.3K $3.5M
May 03, 2024 Q1 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
144
+ 2.16%
$5.23K - $5.8K
6.82K $283K
Apr 22, 2024 Q1 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
142
+ 0.94%
$5.16K - $5.72K
15.2K $631K
Apr 23, 2024 Q1 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
141
New
$5.12K - $5.68K
141 $5.86K
Apr 12, 2024 Q1 2024
West Coast Financial LLC

BUY
 -
134
+ 1.64%
$4.87K - $5.4K
8.28K $344K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

BUY
 -
124
+ 0.34%
$4.5K - $4.99K
36.9K $1.53M
Apr 23, 2024 Q1 2024
Morton Brown Family Wealth, LLC

BUY
 -
115
+ 1.88%
$4.18K - $4.63K
6.25K $260K
Apr 19, 2024 Q1 2024
Valeo Financial Advisors, LLC

BUY
 -
109
+ 0.47%
$3.96K - $4.39K
23.5K $975K
Apr 17, 2024 Q1 2024
Planning Alternatives LTD

BUY
 -
92
+ 0.48%
$3.34K - $3.7K
19.5K $809K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
83
+ 1.07%
$3.02K - $3.34K
7.87K $327K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
76
+ 42.7%
$2.76K - $3.06K
254 $10.6K
Apr 30, 2024 Q1 2024
Fortis Capital Management LLC

BUY
 -
50
+ 0.36%
$1.82K - $2.01K
14K $581K
Apr 18, 2024 Q1 2024
Riverwater Partners LLC

BUY
 -
46
+ 0.44%
$1.67K - $1.85K
10.4K $432K
Apr 17, 2024 Q1 2024
Founders Financial Securities LLC

BUY
 -
45
+ 0.73%
$1.63K - $1.81K
6.24K $259K
May 02, 2024 Q1 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
42
+ 0.32%
$1.53K - $1.69K
13.3K $554K
Apr 26, 2024 Q1 2024
Bond & Devick Financial Network, Inc.

BUY
 -
38
+ 0.25%
$1.38K - $1.53K
15.4K $641K
Apr 18, 2024 Q1 2024
Stordahl Capital Management, Inc.

BUY
 -
38
+ 0.57%
$1.38K - $1.53K
6.73K $280K
May 02, 2024 Q1 2024
Centerpoint Advisors, LLC

BUY
 -
32
+ 22.86%
$1.16K - $1.29K
172 $7.15K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
27
+ 0.63%
$981 - $1.09K
4.31K $179K
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
27
+ 0.1%
$981 - $1.09K
28.4K $1.18M
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
25
+ 3.09%
$908 - $1.01K
833 $34.6K
Apr 15, 2024 Q1 2024
Signature Securities Group Corporation

BUY
 -
20
+ 0.27%
$727 - $805
7.4K $307K
Apr 26, 2024 Q1 2024
First Horizon Advisors, Inc.

BUY
 -
17
+ 0.27%
$618 - $685
6.34K $263K
May 01, 2024 Q1 2024
Pds Planning, Inc

BUY
 -
17
+ 0.27%
$618 - $685
6.41K $266K
May 15, 2024 Q1 2024
Community Bank, N.A.

BUY
 -
16
+ 45.71%
$581 - $644
51 $2.12K
May 06, 2024 Q1 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
14
+ 0.26%
$509 - $564
5.34K $222K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
14
+ 0.16%
$509 - $564
8.85K $368K
May 01, 2024 Q1 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
12
+ 0.18%
$436 - $483
6.73K $280K
May 06, 2024 Q1 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
11
+ 122.22%
$400 - $443
20 $831
Apr 23, 2024 Q1 2024
Erts Wealth Advisors, LLC

BUY
 -
11
+ 0.11%
$400 - $443
9.96K $414K
May 15, 2024 Q1 2024
Comerica Bank

BUY
 -
7
+ 0.29%
$254 - $282
2.46K $102K
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
6
+ 0.24%
$218 - $242
2.47K $102K
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5
+ 0.26%
$182 - $201
1.94K $80.6K
Apr 17, 2024 Q1 2024
Atticus Wealth Management, LLC

BUY
 -
4
+ 0.22%
$145 - $161
1.83K $76K
May 09, 2024 Q1 2024
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
4
+ 0.03%
$145 - $161
12.9K $537K
Apr 22, 2024 Q1 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
4
+ 0.06%
$145 - $161
7.06K $293K
Apr 17, 2024 Q1 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
2
+ 0.01%
$72.7 - $80.5
18.7K $775K
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
2
+ 0.18%
$72.7 - $80.5
1.11K $46K
May 15, 2024 Q1 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
2
+ 0.28%
$72.7 - $80.5
719 $29.9K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.24%
$36.3 - $40.3
424 $17.6K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.19%
$36.3 - $40.3
523 $21.7K
May 08, 2024 Q1 2024
Hills Bank & Trust CO

BUY
 -
1
+ 0.01%
$36.3 - $40.3
7.52K $312K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
0
New
$0 - $0
0 $0
May 14, 2024 Q1 2024
Tcwp LLC

Tampa, FL
SELL
 -
-1
- 0.01%
$36.3 - $40.3
12.8K $531K
May 02, 2024 Q1 2024
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-2
- 0.01%
$72.7 - $80.5
18.1K $751K
Apr 22, 2024 Q1 2024
Johnson Bixby & Associates, LLC

SELL
 -
-4
- 0.04%
$145 - $161
9.07K $377K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-10
- 0.32%
$363 - $403
3.16K $131K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

SELL
 -
-15
- 0.9%
$545 - $604
1.65K $68.4K

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