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 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.69KClosed |
$112K - $142K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-3.71K- 22.8% |
$113K - $143K
|
12.6K
$522K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.81KClosed |
$115K - $146K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.85K- 13.76% |
$117K - $148K
|
24.1K
$1M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.98K- 0.24% |
$121K - $153K
|
1.64M
$68.3M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.31K- 9.12% |
$131K - $165K
|
42.9K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.43K- 3.46% |
$134K - $170K
|
124K
$5.14M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.59K- 12.17% |
$139K - $176K
|
33.1K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.9K- 9.91% |
$149K - $188K
|
44.6K
$1.85M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.16K- 32.4% |
$156K - $198K
|
10.8K
$447K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.18K- 14.13% |
$157K - $199K
|
31.4K
$1.31M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.28KClosed |
$160K - $203K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-5.38KClosed |
$163K - $207K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.41KClosed |
$164K - $208K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.49KClosed |
$167K - $211K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-5.56KClosed |
$169K - $214K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.6KClosed |
$170K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.62KClosed |
$171K - $216K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.69KClosed |
$173K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.75KClosed |
$174K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.82KClosed |
$177K - $224K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.91KClosed |
$179K - $227K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.95KClosed |
$180K - $229K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Brewster Financial Planning LLC
|
SELL
|
- |
-6.14KClosed |
$186K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.14K- 9.5% |
$186K - $236K
|
58.5K
$2.43M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.14KClosed |
$186K - $236K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.16KClosed |
$187K - $237K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.21KClosed |
$188K - $239K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.3KClosed |
$191K - $242K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.34K- 7.26% |
$192K - $243K
|
80.9K
$3.36M
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.68KClosed |
$203K - $256K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-6.69KClosed |
$203K - $257K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6.86KClosed |
$208K - $263K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-7.02K- 27.49% |
$213K - $270K
|
18.5K
$769K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.35K- 2.93% |
$223K - $282K
|
243K
$10.1M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.4KClosed |
$225K - $284K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.85K- 37.74% |
$238K - $302K
|
12.9K
$538K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-9.25KClosed |
$281K - $355K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.45K- 24.19% |
$287K - $363K
|
29.6K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.55KClosed |
$290K - $367K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.81KClosed |
$298K - $377K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-10.6K- 27.1% |
$320K - $405K
|
28.4K
$1.18M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$320K - $406K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-11.2K- 15.12% |
$339K - $430K
|
62.8K
$2.61M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.3K- 40.76% |
$372K - $471K
|
17.8K
$740K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4KClosed |
$375K - $475K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13KClosed |
$394K - $499K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.8K- 26.64% |
$420K - $532K
|
38.1K
$1.58M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-14K- 10.72% |
$425K - $538K
|
117K
$4.84M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 45.87% |
$432K - $548K
|
16.8K
$699K
|