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
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.31K- 0.91% |
$47.5K - $52.7K
|
142K
$6.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 6.03% |
$51.4K - $56.9K
|
22K
$939K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.43K- 31.08% |
$51.8K - $57.4K
|
3.16K
$135K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 2.4% |
$52.4K - $58.1K
|
58.7K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 7.93% |
$53.1K - $58.9K
|
17K
$723K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.55K- 0.52% |
$56.3K - $62.5K
|
297K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.6K- 9.76% |
$58.1K - $64.4K
|
14.8K
$631K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.61K- 15.65% |
$58.4K - $64.7K
|
8.66K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.64K- 15.37% |
$59.5K - $66K
|
9.02K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 58.29% |
$63.4K - $70.2K
|
1.25K
$53.2K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.76K- 7.5% |
$63.9K - $70.9K
|
21.7K
$925K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.87K- 3.0% |
$67.8K - $75.1K
|
60.3K
$2.57M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.9K- 19.23% |
$68.9K - $76.4K
|
7.97K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.97K- 27.18% |
$71.4K - $79.2K
|
5.27K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2K- 7.11% |
$72.7K - $80.6K
|
26.2K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.08K- 1.7% |
$75.4K - $83.6K
|
120K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.15K- 4.77% |
$78.1K - $86.6K
|
42.9K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 26.7% |
$80.5K - $89.3K
|
6.09K
$259K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.35K- 12.53% |
$85.2K - $94.4K
|
16.4K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.4K- 9.74% |
$87.3K - $96.8K
|
22.3K
$950K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.83K- 20.6% |
$103K - $114K
|
10.9K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.21K- 3.85% |
$117K - $129K
|
80.2K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.46K- 12.39% |
$126K - $139K
|
24.5K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.98K- 9.1% |
$144K - $160K
|
39.7K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.55K- 7.51% |
$165K - $183K
|
56K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.98K- 44.65% |
$181K - $201K
|
6.18K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.3K- 3.43% |
$193K - $213K
|
149K
$6.37M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.45K- 3.97% |
$198K - $219K
|
132K
$5.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 20.96% |
$198K - $220K
|
20.6K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.49K- 1.58% |
$199K - $221K
|
342K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.09K- 15.47% |
$221K - $245K
|
33.3K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 1.78% |
$228K - $253K
|
348K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.29K- 2.9% |
$229K - $253K
|
211K
$8.98M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.47K- 10.98% |
$235K - $261K
|
52.5K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.53K- 3.07% |
$237K - $263K
|
206K
$8.78M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.74K- 18.09% |
$245K - $271K
|
30.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.77K- 47.51% |
$246K - $273K
|
7.48K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.24K- 55.32% |
$263K - $291K
|
5.84K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.44K- 4.11% |
$270K - $300K
|
174K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8.28K- 18.75% |
$301K - $333K
|
35.9K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.6K- 5.35% |
$313K - $346K
|
152K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.05K- 2.91% |
$329K - $365K
|
302K
$12.9M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.2K- 47.32% |
$369K - $409K
|
11.3K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.9K- 1.18% |
$395K - $438K
|
913K
$38.9M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.2K- 98.58% |
$407K - $451K
|
162
$6.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-12.2K- 44.85% |
$443K - $491K
|
15K
$639K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 39.37% |
$475K - $526K
|
20.1K
$858K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-13.2K- 39.15% |
$479K - $531K
|
20.5K
$873K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15.3K- 15.65% |
$558K - $618K
|
82.7K
$3.52M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 4.38% |
$671K - $743K
|
403K
$17.2M
|