Purchases and Sales Made in Q3 2022 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 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
Oct 27, 2022 Q3 2022
Portland Global Advisors LLC

BUY
 -
11.2K
+ 51.42%
$342K - $414K
33.1K $1.41M
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

BUY
 -
10.8K
+ 6.61%
$329K - $398K
174K $7.41M
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
10.6K
+ 32.12%
$324K - $392K
43.7K $1.86M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.1K
+ 31.99%
$307K - $371K
41.5K $1.77M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.76K
+ 4.82%
$297K - $360K
212K $9.04M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
9.62K
New
$293K - $355K
9.62K $410K
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
9.61K
New
$293K - $354K
9.61K $410K
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
9.31K
+ 27.32%
$284K - $343K
43.4K $1.85M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
9.27K
New
$283K - $342K
9.27K $395K
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
8.54K
New
$260K - $315K
8.54K $364K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
8.18K
+ 22.43%
$249K - $302K
44.7K $1.9M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
8.09K
+ 3.5%
$247K - $298K
239K $10.2M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
8.03K
+ 36.75%
$245K - $296K
29.9K $1.27M
Oct 25, 2022 Q3 2022
Ma Private Wealth

BUY
 -
8K
New
$244K - $295K
8K $341K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
7.98K
New
$243K - $294K
7.98K $340K
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
7.89K
+ 4381.67%
$240K - $291K
8.07K $344K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.71K
+ 8.04%
$235K - $284K
104K $4.41M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
7.71K
+ 43.25%
$235K - $284K
25.5K $1.09M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.32K
+ 5.67%
$223K - $270K
137K $5.82M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
7.02K
New
$214K - $259K
7.02K $299K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
6.91K
+ 64.18%
$210K - $255K
17.7K $753K
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
6.69K
+ 8.75%
$204K - $247K
83.1K $3.54M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.68K
New
$203K - $246K
6.68K $285K
Oct 12, 2022 Q3 2022
Parkside Advisors LLC

BUY
 -
6.6K
+ 7.65%
$201K - $243K
93K $3.96M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.53K
New
$199K - $241K
6.53K $278K
Oct 14, 2022 Q3 2022
Well Done, LLC

BUY
 -
6.28K
+ 30.02%
$191K - $232K
27.2K $1.16M
Oct 21, 2022 Q3 2022
First Pacific Financial

BUY
 -
5.92K
+ 50.89%
$180K - $218K
17.5K $747K
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
5.91K
+ 27.34%
$180K - $218K
27.5K $1.17M
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

BUY
 -
5.49K
+ 28.67%
$167K - $202K
24.6K $1.05M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
5.46K
+ 185.74%
$166K - $201K
8.4K $358K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
5.4K
+ 4.37%
$165K - $199K
129K $5.5M
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
5.2K
+ 55.35%
$159K - $192K
14.6K $622K
Oct 12, 2022 Q3 2022
Planning Alternatives LTD

BUY
 -
5.12K
+ 38.48%
$156K - $189K
18.4K $786K
Nov 10, 2022 Q3 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
5.03K
+ 6.56%
$153K - $185K
81.7K $3.48M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
4.97K
+ 16.78%
$151K - $183K
34.6K $1.47M
Oct 05, 2022 Q3 2022
Impac Tfolio, LLC

BUY
 -
4.96K
+ 7.89%
$151K - $183K
67.7K $2.89M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
4.94K
+ 4.01%
$150K - $182K
128K $5.45M
Nov 09, 2022 Q3 2022
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
4.62K
+ 15.42%
$141K - $170K
34.6K $1.47M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
4.61K
+ 57.29%
$140K - $170K
12.7K $539K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.39K
+ 46.74%
$134K - $162K
13.8K $587K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
4.24K
+ 17.56%
$129K - $156K
28.4K $1.21M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
4.13K
+ 3.84%
$126K - $152K
111K $4.75M
Nov 09, 2022 Q3 2022
Wells Financial Advisors Inc

BUY
 -
3.95K
+ 801.22%
$120K - $146K
4.44K $189K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
3.72K
+ 6.41%
$113K - $137K
61.8K $2.63M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.57K
+ 28.88%
$109K - $132K
15.9K $679K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
3.48K
+ 791.14%
$106K - $128K
3.92K $167K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.94K
New
$89.5K - $108K
2.94K $125K
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.78K
+ 9.11%
$84.6K - $102K
33.2K $1.42M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.74K
+ 2.08%
$83.4K - $101K
134K $5.72M

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