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 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.28K- 2.71% |
$47.2K - $50.9K
|
45.7K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.28K- 2.25% |
$47.3K - $51.1K
|
55.5K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 12.81% |
$49.5K - $53.4K
|
9.1K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.35K- 0.45% |
$49.8K - $53.8K
|
296K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.46K- 8.14% |
$53.9K - $58.2K
|
16.4K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 6.93% |
$55.7K - $60.1K
|
20.2K
$839K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 10.64% |
$56K - $60.5K
|
12.7K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.53K- 13.56% |
$56.5K - $61K
|
9.73K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 6.86% |
$56.6K - $61.1K
|
20.8K
$862K
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.67K- 2.73% |
$61.8K - $66.7K
|
59.5K
$2.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 2.11% |
$64.7K - $69.9K
|
81K
$3.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.78K- 4.97% |
$66K - $71.3K
|
34.1K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.98K- 0.79% |
$73.4K - $79.2K
|
250K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.07K- 16.21% |
$76.7K - $82.8K
|
10.7K
$445K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 9.29% |
$78.1K - $84.4K
|
20.6K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 12.43% |
$81K - $87.5K
|
15.4K
$641K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.22K- 5.7% |
$82.1K - $88.7K
|
36.7K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.22K- 5.7% |
$82.1K - $88.7K
|
36.7K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.3K- 1.74% |
$84.9K - $91.7K
|
129K
$5.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.32K- 3.34% |
$85.6K - $92.5K
|
67K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.32K- 45.33% |
$86K - $92.9K
|
2.8K
$116K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 27.25% |
$86.8K - $93.7K
|
6.26K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.7K- 12.66% |
$99.8K - $108K
|
18.6K
$774K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 12.12% |
$102K - $110K
|
19.9K
$827K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.84K- 4.65% |
$105K - $114K
|
58.3K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.88K- 23.47% |
$107K - $115K
|
9.39K
$390K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.95K- 7.67% |
$109K - $118K
|
35.6K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-3.03K- 16.93% |
$112K - $121K
|
14.9K
$618K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.13K- 15.55% |
$116K - $125K
|
17K
$707K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.34K- 1.73% |
$123K - $133K
|
190K
$7.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.39K- 31.12% |
$125K - $135K
|
7.5K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.9K- 1.14% |
$144K - $156K
|
338K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.17K- 13.61% |
$154K - $167K
|
26.5K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4.73K- 7.41% |
$175K - $189K
|
59.1K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.05K- 16.54% |
$187K - $202K
|
25.5K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.33K- 1.71% |
$234K - $253K
|
363K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.57K- 14.96% |
$243K - $262K
|
37.3K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.71K- 5.6% |
$248K - $268K
|
113K
$4.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.71K- 2.68% |
$248K - $268K
|
244K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.92K- 6.82% |
$256K - $277K
|
94.5K
$3.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.94K- 53.72% |
$257K - $277K
|
5.98K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.45K- 3.53% |
$275K - $298K
|
203K
$8.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.64K- 10.03% |
$282K - $305K
|
68.5K
$2.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-7.73K- 6.41% |
$286K - $309K
|
113K
$4.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.3K- 98.66% |
$419K - $453K
|
154
$6.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 3.8% |
$424K - $458K
|
290K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.9K- 29.77% |
$513K - $554K
|
32.7K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 54.44% |
$540K - $584K
|
12.2K
$508K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 3.98% |
$616K - $666K
|
402K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.9K- 28.94% |
$956K - $1.03M
|
63.5K
$2.64M
|