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 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-174- 48.47% |
$6.55K - $7.09K
|
185
$7.69K
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
SELL
|
- |
-250- 2.66% |
$9.42K - $10.2K
|
9.14K
$380K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-265- 3.2% |
$9.98K - $10.8K
|
8.01K
$333K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-296- 1.0% |
$11.1K - $12.1K
|
29.2K
$1.21M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-370Closed |
$13.9K - $15.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-385Closed |
$14.5K - $15.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-390- 4.28% |
$14.7K - $15.9K
|
8.73K
$363K
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-593- 1.28% |
$22.3K - $24.2K
|
45.6K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-673- 4.24% |
$25.3K - $27.4K
|
15.2K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-771- 11.95% |
$29K - $31.4K
|
5.68K
$236K
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-880- 12.74% |
$33.1K - $35.9K
|
6.03K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.23K- 1.88% |
$46.1K - $49.9K
|
64K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.33KClosed |
$50.2K - $54.3K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.23K- 17.45% |
$83.8K - $90.7K
|
10.5K
$438K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 25.6% |
$94.4K - $102K
|
7.29K
$303K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 5.03% |
$100K - $108K
|
50.2K
$2.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-3.26K- 13.14% |
$123K - $133K
|
21.5K
$894K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.95K- 27.21% |
$186K - $202K
|
13.2K
$550K
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-5KClosed |
$188K - $204K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-5.03KClosed |
$189K - $205K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.54K- 45.33% |
$284K - $307K
|
9.1K
$378K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.83KClosed |
$295K - $319K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.16K- 18.8% |
$307K - $332K
|
35.2K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.23KClosed |
$310K - $335K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.76KClosed |
$367K - $398K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.1K- 47.68% |
$607K - $657K
|
17.7K
$735K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16.8KClosed |
$633K - $685K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.9KClosed |
$862K - $933K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25K- 28.15% |
$942K - $1.02M
|
63.8K
$2.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-27K- 8.41% |
$1.02M - $1.1M
|
294K
$12.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-30K- 4.03% |
$1.13M - $1.22M
|
715K
$29.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9KClosed |
$1.16M - $1.26M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-35.4K- 4.36% |
$1.33M - $1.44M
|
778K
$32.3M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-63.6K- 99.66% |
$2.39M - $2.59M
|
218
$9.06K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-69.4K- 69.95% |
$2.61M - $2.83M
|
29.8K
$1.24M
|