Purchases and Sales Made in Q2 2022 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 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 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.5K+ 16.13% |
$45.4K - $57.6K
|
10.8K
$460K
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.42K+ 13.54% |
$43.2K - $54.7K
|
11.9K
$509K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 70.97% |
$40.7K - $51.6K
|
3.23K
$138K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 28.37% |
$38K - $48.2K
|
5.67K
$242K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.24K+ 3.58% |
$37.7K - $47.7K
|
35.9K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.17K+ 4.06% |
$35.4K - $44.9K
|
30K
$1.28M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.15K+ 17.03% |
$34.9K - $44.1K
|
7.9K
$336K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 1.46% |
$34.5K - $43.7K
|
79.2K
$3.37M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 13.26% |
$32.5K - $41.2K
|
9.16K
$390K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 19.37% |
$32.3K - $41K
|
6.57K
$280K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 17.58% |
$30.6K - $38.8K
|
6.75K
$288K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1K+ 6.57% |
$30.3K - $38.4K
|
16.2K
$691K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1K+ 6.52% |
$30.3K - $38.4K
|
16.3K
$696K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
990New |
$30K - $38K
|
990
$42.2K
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
975+ 6.93% |
$29.6K - $37.5K
|
15K
$641K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
960+ 3.71% |
$29.1K - $36.9K
|
26.8K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
956+ 10.24% |
$29K - $36.7K
|
10.3K
$439K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
935+ 105.65% |
$28.4K - $35.9K
|
1.82K
$77.6K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
933+ 0.96% |
$28.3K - $35.8K
|
97.7K
$4.16M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
772+ 17.49% |
$23.4K - $29.7K
|
5.19K
$221K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
731+ 2.0% |
$22.2K - $28.1K
|
37.2K
$1.58M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
708+ 5.73% |
$21.5K - $27.2K
|
13.1K
$556K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
690+ 3.68% |
$20.9K - $26.5K
|
19.4K
$827K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
684+ 5.1% |
$20.8K - $26.3K
|
14.1K
$601K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
683+ 11.3% |
$20.7K - $26.2K
|
6.73K
$287K
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
667+ 4.67% |
$20.2K - $25.6K
|
15K
$637K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
651+ 3.52% |
$19.8K - $25K
|
19.2K
$817K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
642+ 1.58% |
$19.5K - $24.7K
|
41.3K
$1.76M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
600+ 165.29% |
$18.2K - $23.1K
|
963
$41K
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
595+ 7.26% |
$18.1K - $22.9K
|
8.79K
$374K
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
575+ 8.34% |
$17.4K - $22.1K
|
7.47K
$318K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
544+ 3.58% |
$16.5K - $20.9K
|
15.7K
$671K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
534+ 2.21% |
$16.2K - $20.5K
|
24.7K
$1.05M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
520+ 3.8% |
$15.8K - $20K
|
14.2K
$606K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
507+ 7.66% |
$15.4K - $19.5K
|
7.13K
$304K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
499New |
$15.1K - $19.2K
|
499
$21.3K
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
490+ 8.33% |
$14.9K - $18.8K
|
6.37K
$271K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
489+ 1.11% |
$14.8K - $18.8K
|
44.7K
$1.91M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
474+ 9.66% |
$14.4K - $18.2K
|
5.38K
$229K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
450New |
$13.7K - $17.3K
|
450
$19.2K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
440New |
$13.3K - $16.9K
|
440
$18.7K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
422New |
$12.8K - $16.2K
|
422
$18K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
396+ 2.57% |
$12K - $15.2K
|
15.8K
$673K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
394+ 2.37% |
$12K - $15.1K
|
17K
$725K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
373+ 1.55% |
$11.3K - $14.3K
|
24.5K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
336+ 2.11% |
$10.2K - $12.9K
|
16.3K
$693K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
315+ 2.66% |
$9.56K - $12.1K
|
12.2K
$518K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
300+ 0.17% |
$9.1K - $11.5K
|
177K
$7.55M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
296+ 1.58% |
$8.98K - $11.4K
|
19.1K
$813K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
247+ 1.36% |
$7.49K - $9.49K
|
18.4K
$783K
|