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 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.71K+ 3.35% |
$82.5K - $99.8K
|
83.6K
$3.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$78K - $94.4K
|
2.56K
$106K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.55K+ 13.35% |
$77.6K - $93.9K
|
21.6K
$898K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.52K+ 17.72% |
$76.8K - $92.9K
|
16.7K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.49K+ 43.95% |
$76K - $92K
|
8.17K
$339K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.46K+ 11.28% |
$74.9K - $90.6K
|
24.2K
$1.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.44K+ 6.63% |
$74.5K - $90.1K
|
39.3K
$1.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.44K+ 3.26% |
$74.3K - $89.9K
|
77.2K
$3.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.41K+ 14.29% |
$73.5K - $89K
|
19.3K
$802K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.37K+ 16.67% |
$72.3K - $87.5K
|
16.6K
$690K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.26K+ 30.25% |
$68.9K - $83.3K
|
9.73K
$404K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.22K+ 56.35% |
$67.6K - $81.8K
|
6.16K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.13K+ 13.53% |
$64.9K - $78.5K
|
17.9K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.95K+ 6.41% |
$59.5K - $72K
|
32.4K
$1.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.92K+ 5.17% |
$58.6K - $70.9K
|
39.1K
$1.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.84K+ 3.78% |
$56.2K - $68K
|
50.5K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.81K+ 12.56% |
$55.2K - $66.8K
|
16.2K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.72K+ 20.87% |
$52.3K - $63.2K
|
9.93K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.63K+ 1.51% |
$49.6K - $60.1K
|
110K
$4.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.62K+ 8.32% |
$49.2K - $59.5K
|
21K
$874K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.59K+ 3.71% |
$48.5K - $58.7K
|
44.5K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.58K+ 23.72% |
$48.1K - $58.2K
|
8.24K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.51K+ 9.1% |
$46K - $55.6K
|
18.1K
$752K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.47K+ 10.42% |
$44.8K - $54.2K
|
15.6K
$647K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 5.71% |
$44.3K - $53.6K
|
26.9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.41K+ 0.79% |
$42.8K - $51.8K
|
179K
$7.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.39K+ 11.16% |
$42.4K - $51.4K
|
13.9K
$576K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 16.89% |
$39.2K - $47.5K
|
8.91K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 11.02% |
$38.5K - $46.6K
|
12.7K
$529K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.1K+ 1.47% |
$33.5K - $40.6K
|
75.9K
$3.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.06K+ 0.91% |
$32.2K - $38.9K
|
118K
$4.89M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
1.04K+ 10.78% |
$31.6K - $38.2K
|
10.7K
$443K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
999+ 10.91% |
$30.4K - $36.8K
|
10.2K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
965+ 8.3% |
$29.4K - $35.6K
|
12.6K
$523K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
943+ 1.76% |
$28.7K - $34.8K
|
54.7K
$2.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
880+ 5.17% |
$26.8K - $32.4K
|
17.9K
$743K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
875New |
$26.7K - $32.3K
|
875
$36.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
866+ 12.15% |
$26.4K - $31.9K
|
8K
$332K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
860+ 2.08% |
$26.2K - $31.7K
|
42.1K
$1.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
798New |
$24.3K - $29.4K
|
798
$33.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
795+ 3.43% |
$24.2K - $29.3K
|
24K
$996K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
795+ 9.71% |
$24.2K - $29.3K
|
8.99K
$373K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
772+ 8.94% |
$23.5K - $28.5K
|
9.41K
$391K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
691+ 19.21% |
$21.1K - $25.5K
|
4.29K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
660+ 5.95% |
$20.1K - $24.3K
|
11.8K
$488K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
655+ 7.46% |
$20K - $24.1K
|
9.43K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
628+ 3.48% |
$19.1K - $23.2K
|
18.6K
$775K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
625+ 1.16% |
$19K - $23K
|
54.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
601+ 1.68% |
$18.3K - $22.2K
|
36.5K
$1.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
578+ 23.71% |
$17.6K - $21.3K
|
3.02K
$125K
|