Purchases and Sales Made in Q2 2023 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 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
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.64K
+ 21.22%
$53.2K - $58.3K
9.37K $389K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.63K
+ 26.89%
$52.9K - $57.9K
7.69K $320K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
1.55K
+ 2.09%
$50.4K - $55.2K
76K $3.16M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.52K
+ 17.74%
$49.5K - $54.1K
10.1K $420K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.5K
+ 2.54%
$48.8K - $53.4K
60.8K $2.53M
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
1.44K
New
$46.7K - $51.1K
1.44K $59.7K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
1.43K
+ 1.17%
$46.5K - $50.9K
124K $5.14M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
1.42K
+ 20.01%
$46.2K - $50.5K
8.53K $354K
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

BUY
 -
1.34K
+ 1.31%
$43.4K - $47.5K
104K $4.3M
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.19K
+ 14.78%
$38.8K - $42.4K
9.27K $385K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.14K
+ 7.38%
$36.9K - $40.4K
16.6K $688K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.11K
+ 11.67%
$35.9K - $39.3K
10.6K $440K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
1.07K
+ 4.97%
$34.8K - $38K
22.6K $940K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
1.02K
+ 6.59%
$33.1K - $36.3K
16.5K $686K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
1.02K
+ 1.96%
$33.1K - $36.2K
52.9K $2.2M
Jul 17, 2023 Q2 2023
Cranbrook Wealth Management, LLC

BUY
 -
965
+ 4.4%
$31.3K - $34.3K
22.9K $952K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
961
+ 4.31%
$31.2K - $34.1K
23.3K $967K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
849
New
$27.6K - $30.2K
849 $35.3K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
796
+ 7.58%
$25.8K - $28.3K
11.3K $469K
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
741
+ 4.89%
$24.1K - $26.3K
15.9K $661K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
710
+ 9.46%
$23K - $25.2K
8.22K $341K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
709
+ 6.23%
$23K - $25.2K
12.1K $502K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
663
+ 3315.0%
$21.5K - $23.5K
683 $28.4K
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
653
+ 1.15%
$21.2K - $23.2K
57.5K $2.39M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
620
+ 1.17%
$20.1K - $22K
53.7K $2.23M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
600
+ 16.95%
$19.5K - $21.3K
4.14K $172K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
596
+ 6.66%
$19.3K - $21.2K
9.54K $396K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
571
New
$18.5K - $20.3K
571 $23.7K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
562
+ 2.25%
$18.2K - $20K
25.5K $1.06M
Aug 11, 2023 Q2 2023
Aufman Associates Inc

Sewickley, PA
BUY
 -
554
+ 3.65%
$18K - $19.7K
15.7K $653K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
546
+ 4.45%
$17.7K - $19.4K
12.8K $532K
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
530
New
$17.2K - $18.8K
530 $22K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
523
+ 6.99%
$17K - $18.6K
8K $333K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
520
+ 3.73%
$16.9K - $18.5K
14.5K $601K
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
502
+ 3.93%
$16.3K - $17.8K
13.3K $551K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
490
New
$15.9K - $17.4K
490 $20.4K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
487
+ 2.85%
$15.8K - $17.3K
17.6K $731K
Aug 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
451
+ 2.13%
$14.6K - $16K
21.6K $897K
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
424
+ 1.56%
$13.8K - $15.1K
27.6K $1.15M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
417
+ 4.59%
$13.5K - $14.8K
9.5K $395K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
397
New
$12.9K - $14.1K
397 $16.5K
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
387
+ 4.17%
$12.6K - $13.7K
9.68K $402K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
376
+ 2.92%
$12.2K - $13.4K
13.2K $550K
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
369
+ 4.14%
$12K - $13.1K
9.28K $386K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
365
+ 1.05%
$11.8K - $13K
35K $1.46M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
361
New
$11.7K - $12.8K
361 $15K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
360
+ 2.43%
$11.7K - $12.8K
15.2K $631K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
326
+ 1.74%
$10.6K - $11.6K
19K $791K
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
306
+ 0.45%
$9.93K - $10.9K
67.7K $2.81M

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