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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 24.54% |
$122K - $132K
|
16.5K
$685K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 40.33% |
$116K - $125K
|
10.7K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.97KNew |
$112K - $121K
|
2.97K
$123K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 26.38% |
$108K - $117K
|
13.7K
$570K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.86K+ 9.64% |
$108K - $117K
|
32.5K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.85K+ 16.84% |
$107K - $116K
|
19.7K
$820K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 3.62% |
$101K - $110K
|
77.1K
$3.2M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.66KNew |
$100K - $109K
|
2.66K
$111K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.66KNew |
$100K - $108K
|
2.66K
$111K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.6K+ 5.02% |
$97.7K - $106K
|
54.3K
$2.26M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.59K+ 46.01% |
$97.4K - $105K
|
8.21K
$341K
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
2.49K+ 8.29% |
$93.8K - $101K
|
32.5K
$1.35M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.41K+ 22.69% |
$90.7K - $98.2K
|
13K
$541K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.4K+ 39.46% |
$90.4K - $97.9K
|
8.49K
$353K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.39K+ 9.16% |
$90.1K - $97.5K
|
28.5K
$1.19M
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
2.35K+ 9.42% |
$88.4K - $95.7K
|
27.3K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.23K+ 5.74% |
$83.9K - $90.8K
|
41K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2.2K+ 16.76% |
$82.9K - $89.8K
|
15.3K
$637K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 22.38% |
$78.7K - $85.2K
|
11.4K
$475K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 18.69% |
$75.3K - $81.5K
|
12.7K
$528K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.99K+ 3.13% |
$75.1K - $81.3K
|
65.7K
$2.73M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 32.8% |
$69K - $74.6K
|
7.41K
$308K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.65K+ 3.5% |
$62.2K - $67.3K
|
48.9K
$2.03M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.53K+ 15.11% |
$57.7K - $62.4K
|
11.7K
$485K
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 21.99% |
$57.2K - $61.9K
|
8.43K
$350K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.51K+ 4.51% |
$56.8K - $61.5K
|
34.9K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.5K+ 22.12% |
$56.6K - $61.3K
|
8.3K
$345K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.5K+ 23.13% |
$56.5K - $61.1K
|
7.99K
$332K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.44K+ 9.02% |
$54.1K - $58.6K
|
17.4K
$722K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 14.88% |
$53.3K - $57.7K
|
10.9K
$454K
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.38K+ 3.84% |
$51.8K - $56K
|
37.2K
$1.55M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 286.4% |
$51.6K - $55.8K
|
1.85K
$76.7K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 51.67% |
$47.9K - $51.8K
|
3.73K
$155K
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.25K+ 13.16% |
$47.1K - $51K
|
10.8K
$447K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21K+ 3.76% |
$45.4K - $49.1K
|
33.2K
$1.38M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.16K+ 13.08% |
$43.5K - $47.1K
|
9.98K
$415K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.14K+ 3.92% |
$43K - $46.5K
|
30.3K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 50.63% |
$42.3K - $45.8K
|
3.34K
$139K
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
995+ 16.04% |
$37.5K - $40.6K
|
7.2K
$299K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
988+ 8.25% |
$37.2K - $40.3K
|
13K
$538K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
961New |
$36.2K - $39.2K
|
961
$39.9K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
789+ 7.67% |
$29.7K - $32.2K
|
11.1K
$460K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
782+ 11.22% |
$29.5K - $31.9K
|
7.75K
$322K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
781+ 0.45% |
$29.4K - $31.8K
|
174K
$7.21M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
759+ 8.46% |
$28.6K - $30.9K
|
9.73K
$404K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
754+ 18.3% |
$28.4K - $30.7K
|
4.88K
$203K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
752+ 8.39% |
$28.3K - $30.7K
|
9.71K
$404K
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
745+ 13.53% |
$28.1K - $30.4K
|
6.25K
$260K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
730+ 2.16% |
$27.5K - $29.8K
|
34.5K
$1.43M
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
686+ 4.99% |
$25.8K - $28K
|
14.4K
$600K
|