Purchases and Sales Made in Q3 2022 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 2022. 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 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147K+ 9.16% |
$4.49M - $5.43M
|
1.76M
$73M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 56.66% |
$3.28M - $3.97M
|
298K
$12.4M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
104K+ 12.42% |
$3.18M - $3.85M
|
944K
$39.2M
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
102KNew |
$3.1M - $3.75M
|
102K
$4.23M
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
69.8K+ 50.29% |
$2.13M - $2.57M
|
209K
$8.67M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.3K+ 16.64% |
$2.11M - $2.55M
|
486K
$20.2M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67KNew |
$2.04M - $2.47M
|
67K
$2.79M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.3K+ 1.38% |
$1.81M - $2.19M
|
4.35M
$181M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.2KNew |
$1.65M - $2M
|
54.2K
$2.25M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.8K+ 102.35% |
$1.39M - $1.69M
|
90.5K
$3.76M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.6K+ 2.41% |
$1.21M - $1.46M
|
1.68M
$70M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
38.1K+ 13.85% |
$1.16M - $1.4M
|
313K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37.3K+ 131.58% |
$1.14M - $1.38M
|
65.7K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.6K+ 15.07% |
$1.12M - $1.35M
|
280K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
35.3K+ 24.01% |
$1.07M - $1.3M
|
182K
$7.57M
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
35.2KNew |
$1.07M - $1.3M
|
35.2K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.2K+ 2349.77% |
$1.07M - $1.3M
|
36.7K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
35.1K+ 5.42% |
$1.07M - $1.29M
|
683K
$28.4M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
33.5K+ 3008.9% |
$1.02M - $1.23M
|
34.6K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32KNew |
$974K - $1.18M
|
32K
$1.33M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
31.7K+ 24.7% |
$965K - $1.17M
|
160K
$6.64M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
29.2K+ 10.08% |
$890K - $1.08M
|
319K
$13.3M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
27.7K+ 9.33% |
$843K - $1.02M
|
324K
$13.5M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
26.8K+ 66.0% |
$818K - $990K
|
67.5K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.1K+ 9.82% |
$766K - $927K
|
281K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.1K+ 11.07% |
$733K - $887K
|
242K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 27.44% |
$722K - $874K
|
110K
$4.57M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.1K+ 14.22% |
$642K - $777K
|
169K
$7.04M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
20.9K+ 15.95% |
$636K - $769K
|
152K
$6.3M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
20.2K+ 23.89% |
$616K - $745K
|
105K
$4.35M
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
19.9KNew |
$606K - $733K
|
19.9K
$826K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
19.5KNew |
$595K - $720K
|
19.5K
$812K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 13.17% |
$570K - $690K
|
161K
$6.68M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.5KNew |
$534K - $646K
|
17.5K
$728K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.4KNew |
$531K - $643K
|
17.4K
$724K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.6K+ 10.38% |
$506K - $612K
|
176K
$7.33M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.5K+ 14.84% |
$504K - $610K
|
128K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.3K+ 2.01% |
$497K - $601K
|
827K
$34.4M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.7K+ 50.46% |
$479K - $580K
|
46.9K
$1.95M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 5.52% |
$426K - $515K
|
267K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.7KNew |
$417K - $504K
|
13.7K
$568K
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$411K - $497K
|
13.5K
$560K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
13KNew |
$395K - $478K
|
13K
$538K
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12.9KNew |
$394K - $477K
|
12.9K
$538K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.4K+ 6.63% |
$379K - $458K
|
200K
$8.3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 2.9% |
$377K - $456K
|
439K
$18.2M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12.3KNew |
$374K - $452K
|
12.3K
$509K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
12.2K+ 37.83% |
$373K - $451K
|
44.6K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 3.26% |
$357K - $431K
|
371K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5K+ 46.98% |
$351K - $424K
|
36K
$1.5M
|