Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 12, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
3.41M
+ 6785.4%
$104M - $131M
3.46M $144M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
754K
+ 873.83%
$22.9M - $29M
840K $34.9M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
191K
+ 9.44%
$5.8M - $7.35M
2.22M $92.1M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
167K
+ 8.15%
$5.07M - $6.42M
2.22M $92.1M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
148K
New
$4.5M - $5.7M
148K $6.16M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
147K
+ 29.36%
$4.46M - $5.64M
647K $26.9M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
98.5K
+ 10.25%
$2.99M - $3.78M
1.06M $44M
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
88.7K
+ 5.84%
$2.69M - $3.41M
1.61M $66.8M
Jul 29, 2022 Q2 2022
Wealth Architects, LLC

BUY
 -
56.9K
+ 205.47%
$1.73M - $2.19M
84.6K $3.51M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
49.7K
+ 29.59%
$1.51M - $1.91M
218K $9.04M
Aug 15, 2022 Q2 2022
Acorns Advisers, LLC

Irvine, CA
BUY
 -
42.4K
+ 17.15%
$1.29M - $1.63M
290K $12M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
30.3K
+ 9.19%
$918K - $1.16M
359K $14.9M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
28.4K
+ 17.57%
$862K - $1.09M
190K $7.9M
Jul 14, 2022 Q2 2022
Highland Private Wealth Management

BUY
 -
27.7K
+ 58.85%
$841K - $1.06M
74.8K $3.11M
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
27.5K
+ 14.95%
$834K - $1.06M
211K $8.79M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
27.3K
+ 13.73%
$829K - $1.05M
226K $9.4M
Aug 23, 2022 Q2 2022
Garde Capital, Inc.

Seattle, WA
BUY
 -
24.2K
+ 32.14%
$733K - $928K
99.3K $4.13M
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

BUY
 -
23.4K
+ 8.57%
$710K - $899K
297K $12.3M
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
22.4K
+ 9.57%
$678K - $859K
256K $10.6M
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

BUY
 -
21.4K
+ 19.56%
$649K - $822K
131K $5.43M
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
18.7K
+ 71.55%
$566K - $717K
44.7K $1.86M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.8K
+ 14.81%
$509K - $645K
130K $5.41M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
16.4K
New
$498K - $630K
16.4K $682K
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
16.1K
+ 99.38%
$489K - $619K
32.3K $1.34M
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

BUY
 -
14.8K
+ 15.35%
$450K - $570K
111K $4.63M
Aug 10, 2022 Q2 2022
Vision Capital Management, Inc.

Portland, OR
BUY
 -
14.2K
+ 39.62%
$432K - $547K
50.2K $2.08M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
13.8K
+ 36.87%
$420K - $531K
51.3K $2.13M
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

BUY
 -
13.6K
New
$413K - $523K
13.6K $565K
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
13.5K
+ 21.48%
$410K - $519K
76.4K $3.18M
Aug 12, 2022 Q2 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
13.4K
+ 14.12%
$406K - $514K
108K $4.49M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
12.9K
+ 40.96%
$393K - $497K
44.6K $1.85M
Jul 27, 2022 Q2 2022
Bailard, Inc.

BUY
 -
12.9K
+ 11.19%
$391K - $496K
128K $5.33M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
12.5K
+ 228.01%
$380K - $481K
18K $749K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
12.5K
+ 228.01%
$380K - $481K
18K $749K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
12.4K
New
$375K - $475K
12.4K $513K
Jul 20, 2022 Q2 2022
First Pacific Financial

BUY
 -
11.6K
New
$353K - $447K
11.6K $483K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
10.7K
+ 334.32%
$326K - $412K
13.9K $579K
Aug 02, 2022 Q2 2022
Crestone Asset Management LLC

BUY
 -
10.6K
+ 58.55%
$321K - $407K
28.7K $1.19M
Jul 25, 2022 Q2 2022
Regions Financial Corp

BUY
 -
9.85K
+ 22.31%
$299K - $378K
54K $2.24M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.47K
+ 54.01%
$287K - $364K
27K $1.12M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.38K
New
$285K - $361K
9.38K $390K
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
9.33K
+ 95.15%
$283K - $359K
19.1K $795K
Jul 11, 2022 Q2 2022
Affinity Capital Advisors, LLC

BUY
 -
9.23K
+ 21.23%
$280K - $355K
52.7K $2.19M
Aug 15, 2022 Q2 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
9.13K
+ 7.04%
$277K - $351K
139K $5.77M
Aug 15, 2022 Q2 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
9.1K
+ 6.6%
$276K - $350K
147K $6.1M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
9.04K
+ 42.21%
$274K - $347K
30.5K $1.27M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9.02K
+ 38.07%
$274K - $347K
32.7K $1.36M
Jul 14, 2022 Q2 2022
Compass Advisory Group LLC

BUY
 -
8.94K
New
$271K - $343K
8.94K $371K
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
8.72K
+ 5.77%
$265K - $335K
160K $6.64M

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