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 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
54+ 0.29% |
$2K - $2.16K
|
18.7K
$777K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
52+ 0.61% |
$1.92K - $2.08K
|
8.64K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
52+ 0.23% |
$1.92K - $2.08K
|
22.5K
$933K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$1.85K - $2K
|
10K
$416K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 160.0% |
$1.78K - $1.92K
|
78
$3.24K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
44+ 0.71% |
$1.63K - $1.76K
|
6.28K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
38+ 0.88% |
$1.41K - $1.52K
|
4.35K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
37+ 0.24% |
$1.37K - $1.48K
|
15.5K
$643K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
36+ 0.56% |
$1.33K - $1.44K
|
6.44K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
35+ 0.15% |
$1.29K - $1.4K
|
23.8K
$989K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
33+ 0.49% |
$1.22K - $1.32K
|
6.77K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21+ 12.21% |
$777 - $839
|
193
$8.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
19+ 0.22% |
$703 - $759
|
8.57K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.1% |
$703 - $759
|
18.1K
$753K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
16+ 0.23% |
$592 - $639
|
6.84K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15+ 0.24% |
$555 - $599
|
6.36K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14New |
$518 - $559
|
14
$582
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
14+ 0.27% |
$518 - $559
|
5.2K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14+ 0.09% |
$518 - $559
|
15.2K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13+ 0.24% |
$481 - $519
|
5.35K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.19% |
$407 - $440
|
5.66K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
9+ 0.25% |
$333 - $360
|
3.62K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 1.6% |
$259 - $280
|
445
$18.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 35.0% |
$259 - $280
|
27
$1.12K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6+ 0.24% |
$222 - $240
|
2.47K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
6+ 3.66% |
$222 - $240
|
170
$7.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3+ 0.05% |
$111 - $120
|
6.18K
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.28% |
$74 - $79.9
|
721
$30K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.38% |
$74 - $79.9
|
525
$21.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.11% |
$37 - $40
|
889
$36.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$37 - $40
|
425
$17.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$37 - $40
|
142
$5.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$37 - $40
|
18.1K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.02% |
$37 - $40
|
4.23K
$176K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.02% |
$148 - $160
|
22.5K
$935K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7- 0.28% |
$259 - $280
|
2.46K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 0.24% |
$555 - $599
|
6.23K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24- 0.19% |
$888 - $959
|
12.8K
$530K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25- 0.2% |
$925 - $999
|
12.8K
$530K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 1.6% |
$1.15K - $1.24K
|
1.91K
$79.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 0.67% |
$1.44K - $1.56K
|
5.81K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-40- 0.42% |
$1.48K - $1.6K
|
9.38K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-44- 0.49% |
$1.63K - $1.76K
|
9.03K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-47- 0.63% |
$1.74K - $1.88K
|
7.39K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-47- 0.62% |
$1.74K - $1.88K
|
7.56K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-50- 0.53% |
$1.85K - $2K
|
9.34K
$388K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-51- 1.03% |
$1.89K - $2.04K
|
4.9K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-57- 98.28% |
$2.11K - $2.28K
|
1
$41.6
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-63- 3.58% |
$2.33K - $2.52K
|
1.7K
$70.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-68- 0.1% |
$2.52K - $2.72K
|
66.7K
$2.77M
|