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
Jul 27, 2022 Q2 2022
Portland Global Advisors LLC

BUY
 -
8.66K
+ 65.69%
$263K - $333K
21.8K $907K
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
8.66K
New
$263K - $333K
8.66K $360K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.04K
New
$244K - $309K
8.04K $334K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7.97K
New
$242K - $306K
7.97K $331K
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

BUY
 -
7.9K
+ 1.19%
$240K - $303K
673K $28M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
7.81K
+ 5.02%
$237K - $300K
163K $6.78M
Aug 05, 2022 Q2 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
7.62K
New
$231K - $293K
7.62K $317K
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
7.43K
+ 19.68%
$225K - $286K
45.2K $1.88M
Jul 11, 2022 Q2 2022
Stonehearth Capital Management, LLC

BUY
 -
7.1K
New
$215K - $273K
7.1K $295K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
7.06K
+ 16.95%
$214K - $271K
48.7K $2.02M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.8K
+ 16.56%
$206K - $261K
47.9K $1.99M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
6.66K
New
$202K - $256K
6.66K $277K
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
5.85K
New
$177K - $225K
5.85K $243K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
5.42K
New
$164K - $208K
5.42K $225K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
5.33K
+ 12.16%
$162K - $205K
49.1K $2.04M
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
5.31K
+ 7.44%
$161K - $204K
76.6K $3.18M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
4.54K
+ 15.63%
$138K - $174K
33.6K $1.4M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.51K
+ 2.46%
$137K - $173K
187K $7.79M
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
4.42K
+ 3.88%
$134K - $170K
119K $4.92M
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
4.33K
+ 16.13%
$131K - $166K
31.2K $1.3M
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
4.2K
+ 25.43%
$127K - $161K
20.7K $860K
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
4.19K
+ 13.99%
$127K - $161K
34.1K $1.42M
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

BUY
 -
3.89K
+ 70.57%
$118K - $149K
9.4K $391K
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

BUY
 -
3.68K
+ 8.59%
$112K - $141K
46.5K $1.93M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
3.43K
+ 6.28%
$104K - $132K
58K $2.41M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.35K
+ 2.41%
$102K - $129K
142K $5.91M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
3.26K
+ 9.45%
$98.8K - $125K
37.7K $1.57M
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
3.14K
+ 12.74%
$95.1K - $120K
27.7K $1.15M
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
3.1K
+ 18.81%
$93.9K - $119K
19.5K $812K
Aug 25, 2022 Q2 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
3.06K
+ 24.34%
$92.9K - $118K
15.6K $650K
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
2.94K
+ 293.8%
$89.1K - $113K
3.94K $164K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.92K
+ 16.59%
$88.5K - $112K
20.5K $852K
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
2.89K
+ 15.28%
$87.6K - $111K
21.8K $905K
Jul 13, 2022 Q2 2022
Johnson Bixby & Associates, LLC

BUY
 -
2.83K
+ 51.47%
$86K - $109K
8.34K $347K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
2.82K
+ 10.2%
$85.5K - $108K
30.4K $1.26M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.74K
+ 19.33%
$83K - $105K
16.9K $702K
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
2.65K
+ 26.96%
$80.4K - $102K
12.5K $519K
Aug 10, 2022 Q2 2022
Fortis Capital Management LLC

BUY
 -
2.6K
+ 46.23%
$78.8K - $99.8K
8.22K $341K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.4K
+ 14.68%
$72.7K - $92.1K
18.7K $778K
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
2.34K
+ 6.78%
$71K - $89.9K
36.9K $1.53M
Jul 12, 2022 Q2 2022
Parkside Advisors LLC

BUY
 -
2.2K
+ 2.61%
$66.7K - $84.4K
86.4K $3.59M
Jul 19, 2022 Q2 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.08K
+ 9.86%
$63.1K - $79.9K
23.2K $963K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.97K
+ 21.6%
$59.8K - $75.7K
11.1K $461K
Jul 08, 2022 Q2 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.87K
+ 7.91%
$56.6K - $71.7K
25.5K $1.06M
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
1.83K
+ 26.26%
$55.4K - $70.1K
8.78K $365K
Jul 20, 2022 Q2 2022
Planning Alternatives LTD

BUY
 -
1.81K
+ 15.76%
$55K - $69.7K
13.3K $553K
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.81K
+ 9.03%
$54.9K - $69.5K
21.8K $908K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.74K
+ 8.76%
$52.8K - $66.9K
21.6K $898K
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
1.74K
+ 10.64%
$52.7K - $66.7K
18.1K $750K

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