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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-14.8K- 18.43% |
$479K - $524K
|
65.3K
$2.71M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.9K- 0.68% |
$483K - $529K
|
2.19M
$91M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.9K- 0.68% |
$483K - $529K
|
2.19M
$91M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 4.22% |
$514K - $562K
|
360K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 60.16% |
$540K - $591K
|
11K
$458K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20.3K- 21.84% |
$658K - $720K
|
72.6K
$3.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.9K- 11.19% |
$679K - $743K
|
166K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.2K- 50.96% |
$818K - $895K
|
24.3K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 10.82% |
$831K - $910K
|
211K
$8.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-28.2K- 5.47% |
$914K - $1M
|
486K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.3K- 47.21% |
$920K - $1.01M
|
31.7K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.8K- 1.61% |
$966K - $1.06M
|
1.82M
$75.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-34.2K- 84.89% |
$1.11M - $1.21M
|
6.09K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-45.4K- 79.71% |
$1.47M - $1.61M
|
11.5K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-70.6K- 11.21% |
$2.29M - $2.51M
|
559K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122K- 26.45% |
$3.95M - $4.32M
|
338K
$14.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203K- 40.37% |
$6.6M - $7.22M
|
300K
$12.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.19M- 97.46% |
$38.6M - $42.2M
|
31K
$1.29M
|