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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
600+ 7.16% |
$22.2K - $24K
|
8.98K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
579+ 0.72% |
$21.4K - $23.1K
|
80.8K
$3.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
572+ 0.89% |
$21.2K - $22.9K
|
64.8K
$2.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
518+ 2.82% |
$19.2K - $20.7K
|
18.9K
$784K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
500+ 6.85% |
$18.5K - $20K
|
7.8K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
500+ 5.62% |
$18.5K - $20K
|
9.39K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
478+ 5.13% |
$17.7K - $19.1K
|
9.8K
$407K
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
476+ 5.09% |
$17.6K - $19K
|
9.83K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
475New |
$17.6K - $19K
|
475
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
445+ 2.07% |
$16.5K - $17.8K
|
21.9K
$912K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
442+ 7.26% |
$16.3K - $17.7K
|
6.53K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
433New |
$16K - $17.3K
|
433
$18K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
421+ 1.75% |
$15.6K - $16.8K
|
24.4K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
420+ 4.98% |
$15.5K - $16.8K
|
8.85K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
411New |
$15.2K - $16.4K
|
411
$17.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
410+ 6.55% |
$15.2K - $16.4K
|
6.67K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
362+ 0.33% |
$13.4K - $14.5K
|
109K
$4.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
353+ 2.71% |
$13.1K - $14.1K
|
13.4K
$556K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
314New |
$11.6K - $12.5K
|
314
$13K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
302+ 36.7% |
$11.2K - $12.1K
|
1.13K
$46.7K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
291+ 1.59% |
$10.8K - $11.6K
|
18.6K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
288+ 3.17% |
$10.7K - $11.5K
|
9.38K
$390K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288+ 40.0% |
$10.7K - $11.5K
|
1.01K
$41.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
281+ 44.32% |
$10.4K - $11.2K
|
915
$38K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
279+ 2.03% |
$10.3K - $11.1K
|
14.1K
$584K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
270+ 21.63% |
$9.99K - $10.8K
|
1.52K
$63.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
264+ 2.54% |
$9.77K - $10.5K
|
10.7K
$443K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
224+ 1.35% |
$8.29K - $8.95K
|
16.8K
$697K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
223+ 4.09% |
$8.25K - $8.91K
|
5.67K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
215+ 3.56% |
$7.95K - $8.59K
|
6.26K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
171+ 1.92% |
$6.33K - $6.83K
|
9.08K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
170+ 1.26% |
$6.29K - $6.79K
|
13.6K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
156+ 2.08% |
$5.77K - $6.23K
|
7.66K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
156+ 2.59% |
$5.77K - $6.23K
|
6.18K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
145+ 1.05% |
$5.36K - $5.79K
|
14K
$581K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
134+ 0.48% |
$4.96K - $5.35K
|
27.9K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
132+ 1.28% |
$4.88K - $5.27K
|
10.5K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
127+ 1.12% |
$4.7K - $5.07K
|
11.4K
$476K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
117+ 1.55% |
$4.33K - $4.68K
|
7.65K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
110+ 0.84% |
$4.07K - $4.4K
|
13.2K
$546K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 9.56% |
$3.96K - $4.28K
|
1.23K
$50.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
105New |
$3.88K - $4.2K
|
105
$4.36K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 1.61% |
$3.7K - $4K
|
6.32K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
100+ 0.49% |
$3.7K - $4K
|
20.6K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79+ 14.58% |
$2.92K - $3.16K
|
621
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
74New |
$2.74K - $2.96K
|
74
$3.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
71+ 1.28% |
$2.63K - $2.84K
|
5.61K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 8.4% |
$2.59K - $2.8K
|
903
$37.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
69+ 0.8% |
$2.55K - $2.76K
|
8.73K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
56New |
$2.07K - $2.24K
|
56
$2.33K
|