Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 30.8% |
$3.22K - $3.74K
|
361
$15.1K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
81+ 4.94% |
$3.07K - $3.57K
|
1.72K
$71.8K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
75+ 29.41% |
$2.84K - $3.3K
|
330
$13.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 6.11% |
$2.61K - $3.04K
|
1.2K
$50K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.67% |
$2.46K - $2.86K
|
9.83K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
58+ 3.43% |
$2.19K - $2.55K
|
1.75K
$73K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
53+ 0.26% |
$2.01K - $2.33K
|
20.2K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
42+ 3.59% |
$1.59K - $1.85K
|
1.21K
$50.6K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 0.42% |
$1.48K - $1.72K
|
9.27K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 43.42% |
$1.25K - $1.45K
|
109
$4.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
32+ 0.27% |
$1.21K - $1.41K
|
12.1K
$504K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 16.13% |
$946 - $1.1K
|
180
$7.51K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.25% |
$605 - $704
|
6.51K
$272K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.13% |
$605 - $704
|
12.8K
$532K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.28% |
$568 - $660
|
5.45K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 4.3% |
$568 - $660
|
364
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14+ 2.51% |
$530 - $616
|
571
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.18% |
$454 - $528
|
6.7K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12+ 0.18% |
$454 - $528
|
6.54K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
10+ 0.13% |
$378 - $440
|
7.72K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$303 - $352
|
3.21K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7+ 0.19% |
$265 - $308
|
3.68K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 2.54% |
$227 - $264
|
242
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.14% |
$189 - $220
|
3.62K
$151K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.15% |
$189 - $220
|
439
$18.3K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.31% |
$151 - $176
|
1.29K
$54K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.03% |
$75.7 - $88
|
7.03K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.07% |
$75.7 - $88
|
2.83K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$37.8 - $44
|
1
$41.7
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$37.8 - $44
|
12.4K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.03% |
$37.8 - $44
|
34
$1.42K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.33% |
$37.8 - $44
|
300
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.22% |
$37.8 - $44
|
464
$19.4K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.2% |
$605 - $704
|
7.93K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 4.05% |
$1.02K - $1.19K
|
640
$26.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-28- 0.24% |
$1.06K - $1.23K
|
11.6K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-38- 0.67% |
$1.44K - $1.67K
|
5.64K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-39- 0.42% |
$1.48K - $1.72K
|
9.35K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.62% |
$1.48K - $1.72K
|
6.27K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-46- 0.54% |
$1.74K - $2.02K
|
8.55K
$357K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-47- 0.43% |
$1.78K - $2.07K
|
10.9K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-54- 0.91% |
$2.04K - $2.38K
|
5.88K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 0.36% |
$2.08K - $2.42K
|
15.4K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-66- 4.05% |
$2.5K - $2.91K
|
1.56K
$65.3K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 0.51% |
$2.57K - $2.99K
|
13.2K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.47% |
$3.1K - $3.61K
|
17.4K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-90- 0.69% |
$3.41K - $3.96K
|
13K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-93- 1.44% |
$3.52K - $4.09K
|
6.34K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 10.32% |
$3.94K - $4.58K
|
904
$37.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 1.86% |
$4.39K - $5.11K
|
6.12K
$256K
|