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 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-25.2K- 39.51% |
$914K - $1.01M
|
38.5K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.7K- 33.1% |
$1.37M - $1.52M
|
76.1K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-44.9K- 29.31% |
$1.63M - $1.81M
|
108K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68K- 99.45% |
$2.47M - $2.74M
|
376
$15.6K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.7K- 91.87% |
$2.93M - $3.25M
|
7.14K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99.2K- 4.9% |
$3.6M - $4M
|
1.93M
$80M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-116K- 53.35% |
$4.21M - $4.67M
|
101K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-800K- 50.0% |
$29.1M - $32.2M
|
800K
$33.2M
|