Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
901K+ 189.9% |
$33.3M - $36M
|
1.38M
$57.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
460K+ 326.7% |
$17M - $18.4M
|
601K
$25M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
293K+ 15.81% |
$10.8M - $11.7M
|
2.14M
$89M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
113K+ 5.95% |
$4.17M - $4.5M
|
2.01M
$83.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.9K+ 4.62% |
$2.22M - $2.39M
|
1.36M
$56.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.5K+ 735.54% |
$1.94M - $2.1M
|
59.7K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
48.3K+ 31.32% |
$1.79M - $1.93M
|
202K
$8.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46.8K+ 9.35% |
$1.73M - $1.87M
|
547K
$22.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.7K+ 86.59% |
$1.58M - $1.71M
|
92K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
35.2K+ 7.45% |
$1.3M - $1.41M
|
507K
$21.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.8K+ 12.18% |
$1.18M - $1.27M
|
293K
$12.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.7K+ 21.63% |
$1.14M - $1.23M
|
173K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
29.1KNew |
$1.08M - $1.16M
|
29.1K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 4.58% |
$683K - $738K
|
422K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
17.4K+ 2.32% |
$642K - $694K
|
766K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.5K+ 8.84% |
$464K - $501K
|
154K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 24.35% |
$433K - $468K
|
59.8K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.7K+ 3.05% |
$432K - $466K
|
394K
$16.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$421K - $454K
|
11.4K
$473K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.3KNew |
$419K - $452K
|
11.3K
$470K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.8K+ 5.26% |
$401K - $433K
|
217K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.61K+ 28.46% |
$355K - $384K
|
43.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.24KNew |
$342K - $369K
|
9.24K
$384K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.53K+ 32.61% |
$316K - $341K
|
34.7K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.61KNew |
$281K - $304K
|
7.61K
$316K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.11KNew |
$263K - $284K
|
7.11K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.93K+ 0.76% |
$256K - $277K
|
920K
$38.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.8K+ 7.04% |
$252K - $272K
|
103K
$4.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 66.02% |
$251K - $271K
|
17.1K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.48K+ 2.73% |
$240K - $259K
|
243K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.47KNew |
$239K - $258K
|
6.47K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
6.36K+ 11.57% |
$235K - $254K
|
61.3K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
6.29KNew |
$233K - $251K
|
6.29K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.28KNew |
$232K - $251K
|
6.28K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5.94K+ 7.05% |
$220K - $237K
|
90.2K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.55KNew |
$205K - $222K
|
5.55K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.37K+ 6.74% |
$199K - $215K
|
85.1K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.33K+ 3.57% |
$197K - $213K
|
155K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.29KNew |
$196K - $211K
|
5.29K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.16K+ 30.39% |
$191K - $206K
|
22.1K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.07K+ 5.01% |
$188K - $203K
|
106K
$4.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.95K+ 91.76% |
$183K - $198K
|
10.3K
$429K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.91K+ 8.55% |
$182K - $196K
|
62.3K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.66K+ 9.21% |
$172K - $186K
|
55.3K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.57K+ 15.48% |
$169K - $183K
|
34.1K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.25K+ 17.5% |
$157K - $170K
|
28.5K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.11K+ 7.84% |
$152K - $164K
|
56.6K
$2.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.11K+ 23.13% |
$152K - $164K
|
21.9K
$909K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.95K+ 58.69% |
$146K - $158K
|
10.7K
$444K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.8K+ 2.19% |
$141K - $152K
|
178K
$7.38M
|