Purchases and Sales Made in Q2 2025 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 2025. 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 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$548K - $677K
|
16.4K
$684K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.98KNew |
$301K - $371K
|
8.98K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.32KNew |
$278K - $344K
|
8.32K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$275K - $340K
|
8.23K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
8.03KNew |
$269K - $332K
|
8.03K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 4.16% |
$216K - $267K
|
162K
$6.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.9KNew |
$164K - $202K
|
4.9K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.74K+ 4.0% |
$91.6K - $113K
|
71.1K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 3.86% |
$75.2K - $92.9K
|
60.5K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 7.14% |
$57.4K - $70.9K
|
25.8K
$1.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
930+ 58.82% |
$31.1K - $38.4K
|
2.51K
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
134+ 1.24% |
$4.48K - $5.54K
|
10.9K
$456K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
51+ 0.17% |
$1.71K - $2.11K
|
30K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 0.6% |
$1.17K - $1.45K
|
5.87K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 1.42% |
$669 - $827
|
1.43K
$59.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.2% |
$402 - $496
|
6.15K
$256K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.21% |
$837 - $1.03K
|
11.6K
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-113- 1.55% |
$3.78K - $4.67K
|
7.18K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-195- 1.53% |
$6.52K - $8.06K
|
12.6K
$524K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 5.51% |
$12.1K - $14.9K
|
6.19K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-498- 0.4% |
$16.7K - $20.6K
|
125K
$5.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-882- 3.96% |
$29.5K - $36.5K
|
21.4K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.02K- 0.86% |
$34.2K - $42.2K
|
117K
$4.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.13K- 1.73% |
$37.6K - $46.5K
|
63.9K
$2.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-12.7K- 15.4% |
$424K - $524K
|
69.7K
$2.91M
|