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 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 45.87% |
$432K - $548K
|
16.8K
$717K
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-14.7KClosed |
$446K - $565K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-15.2K- 69.28% |
$461K - $584K
|
6.74K
$287K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-16.1KClosed |
$488K - $618K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-16.8K- 48.44% |
$508K - $644K
|
17.8K
$760K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-18.4K- 56.42% |
$557K - $705K
|
14.2K
$604K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-18.7KClosed |
$566K - $717K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-19.1K- 42.33% |
$578K - $732K
|
26K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.3K- 13.02% |
$587K - $743K
|
129K
$5.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19.5K- 32.13% |
$593K - $751K
|
41.3K
$1.76M
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-22.4K- 26.99% |
$681K - $862K
|
60.7K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.5K- 30.66% |
$714K - $904K
|
53.2K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24.5K- 94.24% |
$743K - $941K
|
1.5K
$63.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-24.7K- 20.35% |
$751K - $951K
|
96.9K
$4.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-28.7K- 3.41% |
$869K - $1.1M
|
811K
$34.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 9.6% |
$886K - $1.12M
|
275K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-31K- 96.54% |
$942K - $1.19M
|
1.11K
$47.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.3K- 13.77% |
$981K - $1.24M
|
202K
$8.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.3KClosed |
$1.34M - $1.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 10.99% |
$1.6M - $2.02M
|
427K
$18.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.7K- 23.02% |
$2.33M - $2.95M
|
256K
$10.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-102K- 30.53% |
$3.08M - $3.9M
|
231K
$9.85M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-131K- 54.96% |
$3.97M - $5.03M
|
107K
$4.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-166K- 21.68% |
$5.04M - $6.38M
|
600K
$25.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-376K- 8.06% |
$11.4M - $14.4M
|
4.29M
$183M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-428K- 96.9% |
$13M - $16.5M
|
13.7K
$584K
|