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
Main Management LLC

San Francisco, CA
BUY
 -
686
+ 7.01%
$25.8K - $28K
10.5K $435K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
665
+ 3.75%
$25K - $27.1K
18.4K $764K
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

BUY
 -
661
+ 4.56%
$24.9K - $26.9K
15.2K $630K
Nov 09, 2021 Q3 2021
Commerce Bank

Kansas City, MO
BUY
 -
645
+ 5.55%
$24.3K - $26.3K
12.3K $510K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
626
+ 27.35%
$23.6K - $25.5K
2.92K $121K
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
615
+ 0.47%
$23.2K - $25.1K
133K $5.52M
Nov 04, 2021 Q3 2021
Hardy Reed LLC

BUY
 -
557
+ 2.73%
$21K - $22.7K
21K $872K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
554
+ 3.03%
$20.9K - $22.6K
18.9K $784K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
466
New
$17.5K - $19K
466 $19.4K
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
434
+ 3.8%
$16.3K - $17.7K
11.8K $492K
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

BUY
 -
345
+ 2.05%
$13K - $14.1K
17.2K $715K
Nov 05, 2021 Q3 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
331
+ 11.82%
$12.5K - $13.5K
3.13K $130K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
320
+ 2.92%
$12.1K - $13K
11.3K $469K
Oct 21, 2021 Q3 2021
Mokosak Advisory Group, LLC

BUY
 -
318
+ 3.45%
$12K - $13K
9.53K $396K
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

BUY
 -
299
+ 47.61%
$11.3K - $12.2K
927 $38.5K
Nov 04, 2021 Q3 2021
Tortoise Investment Management, LLC

BUY
 -
295
+ 20.0%
$11.1K - $12K
1.77K $73.5K
Oct 29, 2021 Q3 2021
Wescott Financial Advisory Group, LLC

BUY
 -
293
+ 1.93%
$11K - $11.9K
15.5K $643K
Jun 17, 2024 Q3 2021
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
251
+ 5.03%
$9.45K - $10.2K
5.24K $218K
Nov 12, 2021 Q3 2021
Van Hulzen Asset Management, LLC

BUY
 -
248
+ 2.3%
$9.34K - $10.1K
11K $458K
Nov 02, 2021 Q3 2021
Lvw Advisors, LLC

BUY
 -
194
+ 1.7%
$7.31K - $7.91K
11.6K $481K
Oct 13, 2021 Q3 2021
Portland Global Advisors LLC

BUY
 -
185
+ 1.87%
$6.97K - $7.54K
10.1K $419K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
183
+ 1.04%
$6.89K - $7.46K
17.7K $736K
Oct 22, 2021 Q3 2021
Relyea Zuckerberg Hanson LLC

BUY
 -
176
+ 1.04%
$6.63K - $7.17K
17.1K $712K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
BUY
 -
170
New
$6.4K - $6.93K
170 $7.06K
Nov 15, 2021 Q3 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
150
+ 1.24%
$5.65K - $6.11K
12.2K $508K
Oct 13, 2021 Q3 2021
Private Capital Group, LLC

BUY
 -
129
+ 4.53%
$4.86K - $5.26K
2.98K $124K
Oct 15, 2021 Q3 2021
Bangor Savings Bank

Bangor, ME
BUY
 -
122
+ 1.48%
$4.59K - $4.97K
8.38K $348K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
100
New
$3.77K - $4.08K
100 $4.16K
Nov 05, 2021 Q3 2021
1 St Source Bank

BUY
 -
91
+ 1.76%
$3.43K - $3.71K
5.25K $218K
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
88
+ 1.26%
$3.31K - $3.59K
7.1K $295K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
67
+ 52.76%
$2.52K - $2.73K
194 $8.06K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
67
+ 52.76%
$2.52K - $2.73K
194 $8.06K
Nov 03, 2021 Q3 2021
Front Row Advisors LLC

Tiburon, CA
BUY
 -
50
+ 55.56%
$1.88K - $2.04K
140 $5.82K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

BUY
 -
50
New
$1.88K - $2.04K
50 $2.08K
Nov 02, 2021 Q3 2021
4 Thought Financial Group Inc.

BUY
 -
34
+ 5.14%
$1.28K - $1.39K
695 $28.9K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
32
New
$1.21K - $1.3K
32 $1.33K
May 15, 2024 Q3 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
27
+ 10.47%
$1.02K - $1.1K
285 $11.8K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
20
New
$753 - $815
20 $831
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
13
+ 0.36%
$490 - $530
3.67K $153K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
13
+ 8.84%
$490 - $530
160 $6.65K
Oct 29, 2021 Q3 2021
Halbert Hargrove Global Advisors, LLC

BUY
 -
10
+ 0.17%
$377 - $408
6.04K $251K
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
3
+ 0.01%
$113 - $122
22.4K $932K
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1
+ 0.15%
$37.7 - $40.8
678 $28.2K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.23%
$37.7 - $40.8
437 $18.2K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-57
- 17.17%
$2.15K - $2.32K
275 $11.4K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-96
- 2.31%
$3.62K - $3.91K
4.05K $168K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-135
- 3.1%
$5.08K - $5.5K
4.23K $176K
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

SELL
 -
-150
- 1.25%
$5.65K - $6.11K
11.8K $492K
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-167
- 1.06%
$6.29K - $6.81K
15.5K $645K

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