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 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-98- 0.44% |
$3.63K - $3.92K
|
21.9K
$912K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-102- 1.13% |
$3.77K - $4.08K
|
8.92K
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-112- 1.64% |
$4.14K - $4.48K
|
6.74K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-125- 0.65% |
$4.62K - $5K
|
19K
$788K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-147- 2.16% |
$5.44K - $5.87K
|
6.66K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-150- 81.97% |
$5.55K - $5.99K
|
33
$1.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-151- 2.87% |
$5.59K - $6.03K
|
5.12K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-194- 10.61% |
$7.18K - $7.75K
|
1.64K
$67.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-200- 1.0% |
$7.4K - $7.99K
|
19.7K
$820K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.39% |
$8.06K - $8.71K
|
3.83K
$159K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-225- 45.92% |
$8.32K - $8.99K
|
265
$11K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-227- 1.92% |
$8.4K - $9.07K
|
11.6K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-240- 2.72% |
$8.88K - $9.59K
|
8.59K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-242- 7.65% |
$8.95K - $9.67K
|
2.92K
$121K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-269- 1.54% |
$9.95K - $10.7K
|
17.2K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-269- 1.54% |
$9.95K - $10.7K
|
17.2K
$716K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-269- 4.09% |
$9.95K - $10.7K
|
6.3K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 3.48% |
$10.1K - $10.9K
|
7.6K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-276- 22.98% |
$10.2K - $11K
|
925
$38.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-280- 4.03% |
$10.4K - $11.2K
|
6.68K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-295- 1.7% |
$10.9K - $11.8K
|
17K
$708K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-296- 3.92% |
$10.9K - $11.8K
|
7.25K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-305- 1.61% |
$11.3K - $12.2K
|
18.6K
$774K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-357- 5.79% |
$13.2K - $14.3K
|
5.81K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-367- 1.45% |
$13.6K - $14.7K
|
25K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-370- 1.69% |
$13.7K - $14.8K
|
21.5K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-442- 5.98% |
$16.3K - $17.7K
|
6.95K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-453- 0.92% |
$16.8K - $18.1K
|
48.9K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-454- 1.64% |
$16.8K - $18.1K
|
27.2K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-454- 1.06% |
$16.8K - $18.1K
|
42.5K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-475- 2.96% |
$17.6K - $19K
|
15.6K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-522- 7.23% |
$19.3K - $20.9K
|
6.7K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-544- 5.45% |
$20.1K - $21.7K
|
9.44K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-569- 5.52% |
$21K - $22.7K
|
9.74K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-574- 4.11% |
$21.2K - $22.9K
|
13.4K
$557K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-661- 7.84% |
$24.5K - $26.4K
|
7.77K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-725- 6.24% |
$26.8K - $29K
|
10.9K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-775- 1.38% |
$28.7K - $31K
|
55.2K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-781- 3.8% |
$28.9K - $31.2K
|
19.8K
$822K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-793- 4.83% |
$29.3K - $31.7K
|
15.6K
$650K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-845- 7.77% |
$31.3K - $33.8K
|
10K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-907- 2.46% |
$33.5K - $36.2K
|
36K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-929- 8.33% |
$34.4K - $37.1K
|
10.2K
$425K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-932- 3.24% |
$34.5K - $37.2K
|
27.9K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.02K- 3.35% |
$37.6K - $40.6K
|
29.3K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 0.23% |
$38.2K - $41.2K
|
446K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.05K- 1.89% |
$38.9K - $42K
|
54.5K
$2.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 0.53% |
$39.9K - $43.1K
|
201K
$8.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.15K- 7.38% |
$42.5K - $46K
|
14.4K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18K- 2.98% |
$43.7K - $47.2K
|
38.5K
$1.6M
|