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
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.72KNew |
$218K - $239K
|
6.72K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.66K+ 23.46% |
$216K - $237K
|
35.1K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.62K+ 7.94% |
$215K - $235K
|
90K
$3.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$211K - $231K
|
6.51K
$271K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
6.41KNew |
$208K - $228K
|
6.41K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.4KNew |
$208K - $227K
|
6.4K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.21KNew |
$202K - $221K
|
6.21K
$258K
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.18K+ 100.73% |
$201K - $220K
|
12.3K
$512K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
6.05KNew |
$196K - $215K
|
6.05K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.99K+ 11.51% |
$194K - $213K
|
58K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.75KNew |
$187K - $204K
|
5.75K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.72KNew |
$186K - $203K
|
5.72K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.69KNew |
$185K - $202K
|
5.69K
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.63KNew |
$183K - $200K
|
5.63K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.6K+ 16.99% |
$182K - $199K
|
38.6K
$1.6M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.24K+ 7.92% |
$170K - $186K
|
71.5K
$2.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1K+ 2.47% |
$165K - $181K
|
211K
$8.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.86K+ 19.43% |
$158K - $172K
|
29.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 1.25% |
$152K - $167K
|
381K
$15.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.69K+ 58.78% |
$152K - $166K
|
12.7K
$526K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
4.42K+ 4.39% |
$143K - $157K
|
105K
$4.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.12K+ 12.46% |
$134K - $146K
|
37.2K
$1.55M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4K+ 4.66% |
$130K - $142K
|
89.8K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.91K+ 20.08% |
$127K - $139K
|
23.4K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 7.41% |
$126K - $138K
|
56.2K
$2.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.58K+ 4.38% |
$116K - $127K
|
85.3K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.47K+ 6.03% |
$113K - $123K
|
61.1K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.37K+ 10.03% |
$109K - $120K
|
36.9K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.36K+ 6.38% |
$109K - $119K
|
56K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
3.24KNew |
$105K - $115K
|
3.24K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.23K+ 8.44% |
$105K - $115K
|
41.5K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.16K+ 11.39% |
$102K - $112K
|
30.8K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.14K+ 17.44% |
$102K - $112K
|
21.2K
$880K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.04K+ 0.63% |
$98.8K - $108K
|
488K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 1.0% |
$92.5K - $101K
|
287K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.81K+ 30.88% |
$91.3K - $99.9K
|
11.9K
$495K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.73K+ 6.19% |
$88.6K - $97K
|
46.9K
$1.95M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.61K+ 5.7% |
$84.6K - $92.6K
|
48.3K
$2.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.47K+ 6.0% |
$80.1K - $87.7K
|
43.6K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.42K+ 34.42% |
$78.6K - $86K
|
9.46K
$393K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$75K - $82.1K
|
2.31K
$96.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.24K+ 2.03% |
$72.8K - $79.7K
|
113K
$4.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
2.17K+ 1.12% |
$70.3K - $77K
|
196K
$8.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.16K+ 3.24% |
$70.2K - $76.8K
|
68.9K
$2.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.11K+ 12.1% |
$68.5K - $74.9K
|
19.5K
$812K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.05KNew |
$66.5K - $72.8K
|
2.05K
$85.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 17.45% |
$59.6K - $65.2K
|
12.4K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.83K+ 21.51% |
$59.5K - $65.1K
|
10.4K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.74K+ 10.01% |
$56.5K - $61.8K
|
19.1K
$795K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.72K+ 2.46% |
$55.7K - $60.9K
|
71.3K
$2.96M
|