Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.49MNew |
$56.3M - $60.9M
|
1.49M
$62.1M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
926K+ 29.98% |
$34.9M - $37.7M
|
4.01M
$167M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
654K+ 6166.45% |
$24.6M - $26.6M
|
664K
$27.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
412K+ 110.63% |
$15.5M - $16.8M
|
785K
$32.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
141K+ 11.26% |
$5.29M - $5.73M
|
1.39M
$57.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
125KNew |
$4.69M - $5.08M
|
125K
$5.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 34.39% |
$4.47M - $4.84M
|
464K
$19.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 39.28% |
$4.15M - $4.49M
|
391K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
97.4K+ 1165.29% |
$3.67M - $3.97M
|
106K
$4.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.2K+ 51.69% |
$3.51M - $3.8M
|
273K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.2K+ 70.05% |
$3.28M - $3.55M
|
212K
$8.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
76.8K+ 2670.22% |
$2.89M - $3.13M
|
79.7K
$3.31M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
74.1K+ 248.54% |
$2.79M - $3.02M
|
104K
$4.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
65.6K+ 99.58% |
$2.47M - $2.67M
|
131K
$5.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
57.3K+ 36.19% |
$2.16M - $2.33M
|
215K
$8.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
52.6K+ 119.29% |
$1.98M - $2.14M
|
96.7K
$4.02M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
45.9K+ 12.92% |
$1.73M - $1.87M
|
401K
$16.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
44.8K+ 3.3% |
$1.69M - $1.83M
|
1.4M
$58.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
42.8KNew |
$1.61M - $1.75M
|
42.8K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.5K+ 16.5% |
$1.6M - $1.73M
|
300K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.5K+ 15.16% |
$1.6M - $1.73M
|
323K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.5K+ 31.94% |
$1.6M - $1.73M
|
176K
$7.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
38.7K+ 26.46% |
$1.46M - $1.58M
|
185K
$7.68M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.5K+ 49.7% |
$1.37M - $1.49M
|
110K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
34.3K+ 18.39% |
$1.29M - $1.4M
|
221K
$9.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.9K+ 641.54% |
$1.2M - $1.3M
|
36.9K
$1.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.1K+ 28.18% |
$1.1M - $1.19M
|
132K
$5.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
26.8KNew |
$1.01M - $1.09M
|
26.8K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
25K+ 96.41% |
$940K - $1.02M
|
50.9K
$2.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$938K - $1.01M
|
24.9K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.1K+ 110.35% |
$869K - $940K
|
44K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6K+ 19.38% |
$740K - $801K
|
121K
$5.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.4K+ 60.76% |
$693K - $750K
|
48.7K
$2.02M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.3K+ 14.15% |
$689K - $746K
|
148K
$6.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
18.3K+ 28.9% |
$689K - $745K
|
81.6K
$3.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.7KNew |
$627K - $679K
|
16.7K
$692K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
16.5KNew |
$620K - $671K
|
16.5K
$684K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.5K+ 571.64% |
$583K - $631K
|
18.2K
$756K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.3K+ 15.8% |
$575K - $622K
|
112K
$4.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 13.31% |
$562K - $608K
|
127K
$5.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.7K+ 50.24% |
$555K - $601K
|
44.1K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 108.75% |
$531K - $574K
|
27K
$1.12M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$530K - $574K
|
14.1K
$585K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 172.56% |
$520K - $563K
|
21.8K
$907K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 68.84% |
$500K - $541K
|
32.5K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
12.8K+ 24.9% |
$480K - $520K
|
64K
$2.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
11.5K+ 40.4% |
$435K - $471K
|
40.1K
$1.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 221.12% |
$418K - $452K
|
16.1K
$669K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
10.8K+ 249.22% |
$408K - $441K
|
15.2K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.7K+ 17.35% |
$404K - $437K
|
72.6K
$3.02M
|