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 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
574+ 2.8% |
$17.5K - $21.2K
|
21.1K
$875K
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
540+ 25.67% |
$16.5K - $19.9K
|
2.64K
$110K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
539+ 10.39% |
$16.4K - $19.9K
|
5.73K
$238K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
506New |
$15.4K - $18.7K
|
506
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
499+ 3.07% |
$15.2K - $18.4K
|
16.8K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
480+ 1.95% |
$14.6K - $17.7K
|
25.1K
$1.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
478+ 3.37% |
$14.6K - $17.6K
|
14.7K
$609K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
458+ 2.63% |
$14K - $16.9K
|
17.9K
$744K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
420+ 4.58% |
$12.8K - $15.5K
|
9.59K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
393+ 0.67% |
$12K - $14.5K
|
58.9K
$2.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
370+ 2.46% |
$11.3K - $13.6K
|
15.4K
$641K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
357+ 1.76% |
$10.9K - $13.2K
|
20.7K
$859K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
351+ 7.99% |
$10.7K - $12.9K
|
4.74K
$197K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
342+ 1.02% |
$10.4K - $12.6K
|
33.9K
$1.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
312+ 0.74% |
$9.51K - $11.5K
|
42.3K
$1.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
299+ 2.69% |
$9.11K - $11K
|
11.4K
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
293+ 0.57% |
$8.93K - $10.8K
|
51.6K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
281+ 0.85% |
$8.56K - $10.4K
|
33.3K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
273+ 2.65% |
$8.32K - $10.1K
|
10.6K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
270+ 28.04% |
$8.23K - $9.95K
|
1.23K
$51.2K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
264+ 1.64% |
$8.04K - $9.73K
|
16.3K
$679K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
254+ 2.77% |
$7.74K - $9.36K
|
9.41K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
249+ 1.02% |
$7.59K - $9.18K
|
24.7K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
238+ 0.48% |
$7.25K - $8.78K
|
50K
$2.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
231+ 1.12% |
$7.04K - $8.52K
|
20.9K
$868K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212New |
$6.46K - $7.82K
|
212
$8.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 3.05% |
$6.09K - $7.37K
|
6.75K
$280K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
166+ 2.53% |
$5.06K - $6.12K
|
6.73K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
153New |
$4.66K - $5.64K
|
153
$6.36K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
152+ 1.1% |
$4.63K - $5.6K
|
13.9K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
142+ 0.51% |
$4.33K - $5.24K
|
27.9K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
141+ 19.53% |
$4.3K - $5.2K
|
863
$35.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 33.33% |
$4.24K - $5.12K
|
556
$23.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$4.17K - $5.05K
|
15.9K
$662K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 2.85% |
$2.8K - $3.39K
|
3.33K
$138K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
65+ 0.5% |
$1.98K - $2.4K
|
13K
$541K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
61+ 0.61% |
$1.86K - $2.25K
|
10.1K
$419K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
54+ 0.29% |
$1.65K - $1.99K
|
18.4K
$766K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
49+ 0.32% |
$1.49K - $1.81K
|
15.4K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.43K - $1.73K
|
47
$1.95K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43+ 0.3% |
$1.31K - $1.59K
|
14.5K
$601K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
36+ 0.44% |
$1.1K - $1.33K
|
8.16K
$339K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
35+ 140.0% |
$1.07K - $1.29K
|
60
$2.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
35+ 0.25% |
$1.07K - $1.29K
|
14K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 3.72% |
$670 - $811
|
613
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
13+ 0.16% |
$396 - $479
|
8.15K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 0.11% |
$335 - $406
|
10.5K
$436K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8+ 0.18% |
$244 - $295
|
4.47K
$186K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8+ 1.13% |
$244 - $295
|
718
$29.8K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 4.93% |
$213 - $258
|
149
$6.19K
|