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 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
203
New
$6.16K - $7.8K
203 $8.43K
Jul 27, 2022 Q2 2022
Cardinal Strategic Wealth Guidance

BUY
 -
183
New
$5.55K - $7.03K
183 $7.6K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
180
New
$5.46K - $6.92K
180 $7.48K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
176
+ 0.93%
$5.34K - $6.76K
19.2K $796K
Aug 15, 2022 Q2 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
162
+ 1.17%
$4.92K - $6.22K
14K $581K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
149
+ 1.89%
$4.52K - $5.72K
8.05K $334K
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

BUY
 -
144
+ 1.33%
$4.37K - $5.53K
11K $455K
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
142
+ 25.27%
$4.31K - $5.46K
704 $29.3K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
142
New
$4.31K - $5.46K
142 $5.9K
Jul 06, 2022 Q2 2022
Trust CO

BUY
 -
133
+ 1.76%
$4.04K - $5.11K
7.69K $320K
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
93
New
$2.82K - $3.57K
93 $3.86K
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

BUY
 -
79
+ 1.8%
$2.4K - $3.04K
4.46K $185K
Jul 14, 2022 Q2 2022
ETF Portfolio Partners, Inc.

BUY
 -
56
+ 0.35%
$1.7K - $2.15K
16.1K $668K
Aug 12, 2022 Q2 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
50
+ 0.77%
$1.52K - $1.92K
6.55K $272K
Oct 11, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
50
+ 0.28%
$1.52K - $1.92K
18.1K $752K
Jul 18, 2022 Q2 2022
Bond & Devick Financial Network, Inc.

BUY
 -
41
+ 0.29%
$1.24K - $1.58K
14.4K $599K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
39
+ 9.68%
$1.18K - $1.5K
442 $18.4K
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

BUY
 -
32
+ 0.42%
$971 - $1.23K
7.7K $320K
Aug 11, 2022 Q2 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
27
New
$819 - $1.04K
27 $1.12K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
25
+ 0.17%
$759 - $961
15K $625K
Aug 02, 2022 Q2 2022
Mokosak Advisory Group, LLC

BUY
 -
17
+ 0.15%
$516 - $653
11.1K $462K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
14
+ 0.32%
$425 - $538
4.39K $183K
Aug 08, 2022 Q2 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
14
+ 0.21%
$425 - $538
6.61K $275K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
13
+ 0.08%
$394 - $499
16.6K $689K
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
10
+ 0.12%
$303 - $384
8.12K $337K
Aug 10, 2022 Q2 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
9
+ 0.09%
$273 - $346
10.5K $435K
Aug 11, 2022 Q2 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
7
+ 0.23%
$212 - $269
3.04K $126K
Jul 19, 2022 Q2 2022
4 Thought Financial Group Inc.

BUY
 -
7
+ 1.0%
$212 - $269
710 $29.5K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
3
+ 0.36%
$91 - $115
834 $34.7K
Jul 25, 2022 Q2 2022
Time Scale Financial, Inc.

BUY
 -
2
+ 0.11%
$60.7 - $76.8
1.79K $74.2K
Aug 05, 2022 Q2 2022
Riverwater Partners LLC

BUY
 -
1
+ 0.01%
$30.3 - $38.4
17.4K $725K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1
+ 0.29%
$30.3 - $38.4
351 $14.6K
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-10
- 5.08%
$303 - $384
187 $7.77K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-12
- 0.23%
$364 - $461
5.15K $214K
Aug 11, 2022 Q2 2022
Truefg, LLC

Cedar Park, TX
SELL
 -
-14
- 0.17%
$425 - $538
8.19K $340K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-19
- 2.54%
$576 - $730
730 $30.3K
Aug 10, 2022 Q2 2022
Covestor LTD

Boston, MA
SELL
 -
-36
- 5.74%
$1.09K - $1.38K
591 $24.6K
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-47
- 6.11%
$1.43K - $1.81K
722 $30K
Aug 05, 2022 Q2 2022
Ascent Group, LLC

SELL
 -
-53
- 0.65%
$1.61K - $2.04K
8.14K $338K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-73
- 2.42%
$2.21K - $2.8K
2.94K $122K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-78
- 0.78%
$2.37K - $3K
9.95K $413K
Jul 22, 2022 Q2 2022
Autus Asset Management, LLC

SELL
 -
-103
- 0.37%
$3.13K - $3.96K
27.4K $1.14M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-106
- 1.45%
$3.22K - $4.07K
7.23K $300K
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-124
- 1.22%
$3.76K - $4.76K
10K $417K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-136
Closed
$4.13K - $5.23K
0 $0
Jul 08, 2022 Q2 2022
Appleton Partners Inc

SELL
 -
-180
- 2.44%
$5.46K - $6.92K
7.19K $299K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-197
- 6.33%
$5.98K - $7.57K
2.91K $121K
Aug 11, 2022 Q2 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-204
- 28.53%
$6.19K - $7.84K
511 $21.2K
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-223
- 1.07%
$6.77K - $8.57K
20.7K $859K

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