Purchases and Sales Made in Q3 2021 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.1K
New
$380K - $411K
10.1K $419K
Nov 10, 2021 Q3 2021
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
9.95K
+ 20.66%
$375K - $406K
58.1K $2.41M
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.93K
+ 84.41%
$374K - $405K
21.7K $902K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.67K
+ 12.3%
$364K - $394K
88.3K $3.67M
Nov 15, 2021 Q3 2021
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
8.93K
+ 19.48%
$336K - $364K
54.8K $2.28M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
8.47K
New
$319K - $345K
8.47K $352K
Oct 13, 2021 Q3 2021
Parkside Advisors LLC

BUY
 -
8.47K
+ 11.24%
$319K - $345K
83.8K $3.48M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
8.12K
+ 55.54%
$306K - $331K
22.7K $945K
Oct 18, 2021 Q3 2021
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
8.05K
New
$303K - $328K
8.05K $335K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
7.92K
+ 75.35%
$298K - $323K
18.4K $766K
Nov 03, 2021 Q3 2021
Harvest Group Wealth Management, LLC

BUY
 -
6.91K
+ 3.7%
$260K - $282K
193K $8.04M
Nov 12, 2021 Q3 2021
Financial Advisors, LLC

Andover, MA
BUY
 -
6.77K
+ 25.16%
$255K - $276K
33.7K $1.4M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
6.76K
+ 57.99%
$254K - $275K
18.4K $765K
Nov 15, 2021 Q3 2021
Bailard, Inc.

BUY
 -
6.71K
+ 6.01%
$253K - $273K
118K $4.92M
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
6.61K
+ 65.17%
$249K - $269K
16.7K $696K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
6.61K
New
$249K - $269K
6.61K $275K
Oct 29, 2021 Q3 2021
Fountainhead Am, LLC

Warren, NJ
BUY
 -
6.58K
New
$248K - $268K
6.58K $274K
Oct 27, 2021 Q3 2021
Trellis Advisors, LLC

BUY
 -
6.19K
New
$233K - $252K
6.19K $257K
Nov 15, 2021 Q3 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
6.18K
New
$233K - $252K
6.18K $257K
Oct 29, 2021 Q3 2021
Sharkey, Howes & Javer

BUY
 -
6.08K
+ 32.22%
$229K - $248K
25K $1.04M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
6.02K
+ 6.23%
$227K - $245K
103K $4.27M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
5.9K
New
$222K - $240K
5.9K $245K
Nov 12, 2021 Q3 2021
Dohj, LLC

Seattle, WA
BUY
 -
5.88K
+ 81.25%
$222K - $240K
13.1K $545K
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
5.46K
New
$206K - $222K
5.46K $227K
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
5.45K
+ 15.38%
$205K - $222K
40.9K $1.7M
Nov 12, 2021 Q3 2021
Tru Independence LLC

BUY
 -
5.41K
New
$204K - $220K
5.41K $225K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
5.34K
+ 23.53%
$201K - $218K
28K $1.17M
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

BUY
 -
5.32K
New
$200K - $217K
5.32K $221K
Oct 21, 2021 Q3 2021
Highland Private Wealth Management

BUY
 -
5.18K
+ 20.9%
$195K - $211K
29.9K $1.24M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.06K
+ 22.12%
$191K - $206K
27.9K $1.16M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
4.96K
+ 59.92%
$187K - $202K
13.2K $550K
Nov 15, 2021 Q3 2021
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
4.82K
+ 5.15%
$181K - $196K
98.3K $4.08M
Oct 07, 2021 Q3 2021
Vision Capital Management, Inc.

Portland, OR
BUY
 -
4.72K
+ 20.98%
$178K - $193K
27.2K $1.13M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.72K
+ 18.07%
$178K - $192K
30.8K $1.28M
Oct 12, 2021 Q3 2021
Apella Capital, LLC

BUY
 -
4.64K
+ 18.66%
$175K - $189K
29.5K $1.23M
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
4.62K
+ 36.93%
$174K - $188K
17.1K $712K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
4.37K
+ 11.64%
$165K - $178K
41.9K $1.74M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
4.34K
+ 54.4%
$163K - $177K
12.3K $511K
Nov 12, 2021 Q3 2021
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
4.21K
+ 37.04%
$159K - $172K
15.6K $647K
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
3.99K
+ 4.24%
$150K - $163K
98.1K $4.07M
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
3.97K
+ 2856.83%
$150K - $162K
4.11K $171K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
3.92K
+ 70.89%
$147K - $160K
9.44K $392K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.88K
+ 26.25%
$146K - $158K
18.7K $776K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
3.88K
+ 13.91%
$146K - $158K
31.7K $1.32M
Nov 01, 2021 Q3 2021
Whittier Trust CO

BUY
 -
3.75K
+ 9.93%
$141K - $153K
41.5K $1.72M
Nov 03, 2021 Q3 2021
Crestwood Advisors Group LLC

BUY
 -
3.64K
+ 5.33%
$137K - $148K
71.8K $2.98M
Nov 09, 2021 Q3 2021
Concord Wealth Partners

BUY
 -
3.63K
+ 84.55%
$137K - $148K
7.92K $329K
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
3.49K
+ 6.76%
$131K - $142K
55.1K $2.29M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
3.49K
New
$131K - $142K
3.49K $145K

Track Institutional and Insider Activities on ESML

Follow ISHARES ESG AWARE MSCI USA SMA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ESML shares.

Notify only if

Insider Trading

Get notified when an Ishares Esg Aware Msci Usa Sma insider buys or sells ESML shares.

Notify only if

News

Receive news related to ISHARES ESG AWARE MSCI USA SMA

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on ESML