Purchases and Sales Made in Q2 2023 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 2023. 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 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
271K+ 24.71% |
$8.79M - $9.62M
|
1.37M
$56.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
182K+ 936.75% |
$5.92M - $6.47M
|
202K
$8.38M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
171KNew |
$5.56M - $6.09M
|
171K
$7.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
166K+ 48.97% |
$5.38M - $5.88M
|
504K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
152KNew |
$4.93M - $5.39M
|
152K
$6.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130K+ 389.22% |
$4.22M - $4.62M
|
164K
$6.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
120K+ 8.11% |
$3.9M - $4.26M
|
1.6M
$66.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.2K+ 6.85% |
$2.44M - $2.67M
|
1.17M
$48.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
69.6K+ 19.34% |
$2.26M - $2.47M
|
429K
$17.8M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
60K+ 8.11% |
$1.95M - $2.13M
|
800K
$33.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
54.9K+ 2.89% |
$1.78M - $1.95M
|
1.95M
$81M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.7K+ 17.52% |
$1.35M - $1.48M
|
280K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 23.7% |
$1.24M - $1.36M
|
200K
$8.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35.9KNew |
$1.17M - $1.28M
|
35.9K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
35.9K+ 9.32% |
$1.16M - $1.27M
|
420K
$17.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 23.54% |
$1.14M - $1.25M
|
184K
$7.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
34.1K+ 9.12% |
$1.11M - $1.21M
|
408K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
33.5KNew |
$1.09M - $1.19M
|
33.5K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30.3K+ 15.09% |
$984K - $1.08M
|
231K
$9.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.9K+ 8.76% |
$872K - $954K
|
333K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 0.77% |
$818K - $895K
|
3.3M
$137M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
22K+ 362.27% |
$716K - $783K
|
28.1K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 27.41% |
$710K - $777K
|
102K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$618K - $677K
|
19K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18K+ 5.21% |
$584K - $640K
|
364K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5KNew |
$569K - $623K
|
17.5K
$728K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.2K+ 11.38% |
$527K - $577K
|
159K
$6.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2KNew |
$525K - $574K
|
16.2K
$672K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16K+ 23.08% |
$519K - $568K
|
85.2K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
13.8KNew |
$450K - $492K
|
13.8K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
13.3KNew |
$431K - $472K
|
13.3K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.3K+ 84.7% |
$430K - $471K
|
28.9K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
13.2K+ 10.16% |
$428K - $468K
|
143K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$416K - $455K
|
12.8K
$533K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.7K+ 1.46% |
$413K - $452K
|
885K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 7.99% |
$404K - $443K
|
168K
$6.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.2KNew |
$395K - $432K
|
12.2K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 115.11% |
$389K - $425K
|
22.4K
$930K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 44.71% |
$366K - $400K
|
36.5K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11K+ 4.99% |
$356K - $390K
|
231K
$9.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.86K+ 3.55% |
$320K - $350K
|
288K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 2.95% |
$284K - $310K
|
304K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.59K+ 23.19% |
$279K - $305K
|
45.6K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.13K+ 11.87% |
$264K - $289K
|
76.6K
$3.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.72K+ 27.25% |
$251K - $274K
|
36.1K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.72K+ 3.9% |
$250K - $274K
|
206K
$8.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.29K+ 18.97% |
$237K - $259K
|
45.7K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.28K+ 29.66% |
$236K - $259K
|
31.8K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.17K+ 3.94% |
$233K - $255K
|
189K
$7.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.87KNew |
$223K - $244K
|
6.87K
$286K
|