Purchases and Sales Made in Q2 2024 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 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 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
3.67K
New
$136K - $147K
3.67K $153K
Aug 02, 2024 Q2 2024
Seeds Investor LLC

New York, NY
BUY
 -
3.52K
+ 49.51%
$130K - $141K
10.6K $442K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
3.45K
New
$128K - $138K
3.45K $143K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.42K
+ 4.72%
$127K - $137K
75.9K $3.16M
Sep 11, 2024 Q2 2024
American Trust

Lexington, KY
BUY
 -
3.23K
+ 32.77%
$119K - $129K
13.1K $544K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
2.88K
+ 6.16%
$107K - $115K
49.7K $2.07M
Aug 02, 2024 Q2 2024
Sage Financial Group Inc

BUY
 -
2.81K
+ 6.93%
$104K - $112K
43.4K $1.8M
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
2.64K
+ 4.37%
$97.5K - $105K
62.9K $2.61M
Jul 29, 2024 Q2 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
2.54K
+ 4.67%
$94K - $102K
57K $2.37M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
2.41K
+ 9.22%
$89.1K - $96.3K
28.5K $1.19M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
2.38K
+ 2.05%
$87.9K - $95K
118K $4.91M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.07K
+ 1.87%
$76.4K - $82.5K
113K $4.68M
Jul 09, 2024 Q2 2024
Parkside Advisors LLC

BUY
 -
2K
+ 1.78%
$74.1K - $80K
115K $4.76M
Jul 25, 2024 Q2 2024
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.84K
+ 3.73%
$68.2K - $73.6K
51.2K $2.13M
Aug 09, 2024 Q2 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
1.82K
+ 2.29%
$67.4K - $72.8K
81.2K $3.37M
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.69K
+ 2.88%
$62.6K - $67.6K
60.4K $2.51M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.66K
+ 6.72%
$61.4K - $66.4K
26.4K $1.1M
Jul 12, 2024 Q2 2024
Omega Financial Group, LLC

BUY
 -
1.58K
+ 2.92%
$58.3K - $63K
55.5K $2.31M
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
1.53K
+ 1.87%
$56.4K - $60.9K
83.1K $3.45M
Jul 31, 2024 Q2 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
1.51K
+ 2.74%
$55.8K - $60.3K
56.5K $2.35M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.5K
+ 28.52%
$55.5K - $60K
6.76K $281K
Aug 14, 2024 Q2 2024
Wescott Financial Advisory Group, LLC

BUY
 -
1.45K
+ 3.83%
$53.6K - $57.9K
39.2K $1.63M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.44K
+ 19.42%
$53.2K - $57.5K
8.85K $368K
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
1.43K
+ 45.1%
$52.7K - $57K
4.59K $191K
Jul 25, 2024 Q2 2024
Sns Financial Group, LLC

BUY
 -
1.42K
+ 9.48%
$52.5K - $56.7K
16.4K $681K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
1.35K
+ 4.74%
$49.8K - $53.7K
29.7K $1.23M
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
1.17K
+ 2.07%
$43.1K - $46.6K
57.6K $2.39M
Jul 12, 2024 Q2 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.16K
+ 5.44%
$42.9K - $46.4K
22.5K $936K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.02K
+ 2.83%
$37.9K - $40.9K
37.2K $1.54M
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
1.02K
+ 61.99%
$37.8K - $40.8K
2.67K $111K
Aug 06, 2024 Q2 2024
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
1.01K
+ 1.13%
$37.4K - $40.4K
90.7K $3.77M
Jul 24, 2024 Q2 2024
Charter Oak Capital Management, LLC

BUY
 -
1K
+ 1.7%
$37.1K - $40.1K
59.9K $2.49M
Jul 30, 2024 Q2 2024
Birch Hill Investment Advisors LLC

BUY
 -
985
+ 17.61%
$36.4K - $39.4K
6.58K $273K
Jul 25, 2024 Q2 2024
Planning Alternatives LTD

BUY
 -
972
+ 4.99%
$36K - $38.8K
20.4K $849K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
965
+ 3.94%
$35.7K - $38.6K
25.4K $1.06M
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
937
New
$34.7K - $37.4K
937 $38.9K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
922
+ 1.38%
$34.1K - $36.8K
67.7K $2.81M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
912
+ 1.02%
$33.7K - $36.4K
89.9K $3.74M
Jul 19, 2024 Q2 2024
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
875
+ 1.21%
$32.4K - $35K
73.1K $3.04M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
812
+ 73.42%
$30K - $32.4K
1.92K $79.7K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
772
+ 10.24%
$28.6K - $30.8K
8.31K $345K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
747
New
$27.6K - $29.9K
747 $31K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
717
New
$26.5K - $28.7K
717 $29.8K
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
708
New
$26.2K - $28.3K
708 $29.4K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
687
+ 9.28%
$25.4K - $27.5K
8.09K $336K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
656
+ 12.0%
$24.3K - $26.2K
6.12K $254K
Aug 07, 2024 Q2 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
647
+ 2.13%
$23.9K - $25.9K
31K $1.29M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
634
+ 3.87%
$23.5K - $25.3K
17K $707K
Aug 05, 2024 Q2 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
620
+ 4.65%
$22.9K - $24.8K
14K $580K

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