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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27- 0.13% |
$981 - $1.09K
|
21.3K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 0.1% |
$1.13K - $1.25K
|
30.4K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-33- 0.59% |
$1.2K - $1.33K
|
5.54K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-34- 0.24% |
$1.24K - $1.37K
|
14K
$581K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39- 0.36% |
$1.42K - $1.57K
|
10.9K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-40- 0.57% |
$1.45K - $1.61K
|
6.96K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-42- 0.55% |
$1.53K - $1.69K
|
7.61K
$316K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-69- 0.82% |
$2.51K - $2.78K
|
8.38K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-71- 13.95% |
$2.58K - $2.86K
|
438
$18.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 72.73% |
$2.91K - $3.22K
|
30
$1.25K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-84- 0.88% |
$3.05K - $3.38K
|
9.42K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-90- 0.57% |
$3.27K - $3.62K
|
15.6K
$648K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-94- 1.75% |
$3.42K - $3.79K
|
5.28K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-94- 1.78% |
$3.42K - $3.79K
|
5.19K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-96- 1.28% |
$3.49K - $3.87K
|
7.4K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-102- 7.83% |
$3.71K - $4.11K
|
1.2K
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-109- 0.78% |
$3.96K - $4.39K
|
13.8K
$575K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-110- 2.95% |
$4K - $4.43K
|
3.61K
$150K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-172- 1.81% |
$6.25K - $6.93K
|
9.32K
$387K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-183- 2.38% |
$6.65K - $7.37K
|
7.51K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 1.95% |
$8.14K - $9.02K
|
11.3K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-241- 2.47% |
$8.76K - $9.71K
|
9.53K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-250- 1.4% |
$9.08K - $10.1K
|
17.6K
$732K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-258- 4.37% |
$9.37K - $10.4K
|
5.65K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-260- 3.68% |
$9.45K - $10.5K
|
6.81K
$283K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-286- 0.79% |
$10.4K - $11.5K
|
36.1K
$1.5M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-299- 4.2% |
$10.9K - $12K
|
6.81K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-324- 0.55% |
$11.8K - $13K
|
58.9K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-353- 4.02% |
$12.8K - $14.2K
|
8.43K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-370- 0.46% |
$13.4K - $14.9K
|
79.4K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-481- 2.08% |
$17.5K - $19.4K
|
22.7K
$941K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-581- 0.6% |
$21.1K - $23.4K
|
96.6K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-613- 4.35% |
$22.3K - $24.7K
|
13.5K
$560K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-641- 2.05% |
$23.3K - $25.8K
|
30.6K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-691- 4.41% |
$25.1K - $27.8K
|
15K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-691- 0.36% |
$25.1K - $27.8K
|
193K
$8.02M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-709- 12.53% |
$25.8K - $28.6K
|
4.95K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-744- 8.98% |
$27K - $30K
|
7.54K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-755- 4.5% |
$27.4K - $30.4K
|
16K
$666K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-764- 5.64% |
$27.8K - $30.8K
|
12.8K
$531K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-772- 2.48% |
$28K - $31.1K
|
30.4K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-783- 1.16% |
$28.4K - $31.5K
|
66.7K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-975- 4.15% |
$35.4K - $39.3K
|
22.5K
$935K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 9.04% |
$37.2K - $41.3K
|
10.3K
$428K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 5.88% |
$37.6K - $41.6K
|
16.6K
$688K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.11K- 1.57% |
$40.2K - $44.6K
|
69.3K
$2.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.2K- 7.4% |
$43.6K - $48.3K
|
15K
$624K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 10.67% |
$45.3K - $50.2K
|
10.4K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.27K- 0.28% |
$46K - $51K
|
458K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.31K- 0.91% |
$47.5K - $52.7K
|
142K
$5.89M
|