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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 17.39% |
$44.8K - $54.2K
|
6.99K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.6K- 18.24% |
$48.8K - $59.1K
|
7.19K
$306K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-1.6K- 20.85% |
$48.8K - $59.1K
|
6.09K
$259K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-1.72K- 13.7% |
$52.5K - $63.5K
|
10.9K
$462K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.73K- 19.76% |
$52.7K - $63.7K
|
7.02K
$299K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 4.05% |
$65K - $78.7K
|
50.6K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.41K- 3.99% |
$73.5K - $88.9K
|
58K
$2.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.54K- 1.12% |
$77.2K - $93.5K
|
224K
$9.53M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.62K- 5.87% |
$80K - $96.7K
|
42.1K
$1.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.75K- 27.6% |
$83.7K - $101K
|
7.2K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 13.0% |
$106K - $128K
|
23.3K
$994K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.65K- 23.3% |
$111K - $134K
|
12K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.78K- 25.27% |
$115K - $139K
|
11.2K
$476K
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.04K- 14.07% |
$123K - $149K
|
24.6K
$1.05M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.68K- 0.21% |
$143K - $172K
|
2.21M
$94.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.68K- 0.21% |
$143K - $172K
|
2.21M
$94.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.49K- 7.4% |
$167K - $202K
|
68.7K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.67K- 5.8% |
$173K - $209K
|
92K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.83K- 2.75% |
$177K - $215K
|
206K
$8.76M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.83K- 6.02% |
$239K - $289K
|
122K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.17K- 15.34% |
$249K - $301K
|
45.1K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.04K- 60.12% |
$276K - $333K
|
6K
$256K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-12.7K- 27.36% |
$388K - $469K
|
33.8K
$1.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13K- 29.18% |
$396K - $480K
|
31.6K
$1.35M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16.6K- 16.74% |
$507K - $613K
|
82.7K
$3.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18.4K- 15.53% |
$561K - $679K
|
100K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.9K- 41.75% |
$575K - $696K
|
26.3K
$1.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-28.6K- 4.77% |
$872K - $1.06M
|
572K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.4K- 16.95% |
$1.32M - $1.6M
|
213K
$9.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-56.8K- 5.36% |
$1.73M - $2.09M
|
1M
$42.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-62.9K- 89.91% |
$1.92M - $2.32M
|
7.06K
$301K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-69K- 71.21% |
$2.1M - $2.54M
|
27.9K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-165K- 24.47% |
$5.02M - $6.07M
|
508K
$21.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-3.38M- 97.6% |
$103M - $125M
|
83.2K
$3.54M
|