Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.2K+ 35.35% |
$206K - $232K
|
23.7K
$986K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.14K+ 1.51% |
$204K - $230K
|
414K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.53KNew |
$184K - $207K
|
5.53K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.35K+ 1.41% |
$178K - $200K
|
386K
$16M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.25K+ 5.07% |
$174K - $196K
|
109K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.25K+ 3.16% |
$174K - $196K
|
171K
$7.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5.19K+ 17.44% |
$172K - $194K
|
35K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.97K+ 73.95% |
$165K - $186K
|
11.7K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
4.95KNew |
$164K - $185K
|
4.95K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.86K+ 9.18% |
$161K - $181K
|
57.8K
$2.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.74K+ 37.46% |
$157K - $177K
|
17.4K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.7K+ 26.53% |
$156K - $175K
|
22.4K
$931K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.55K+ 37.4% |
$151K - $170K
|
16.7K
$694K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.48K+ 2.95% |
$149K - $168K
|
156K
$6.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.4K+ 15.23% |
$146K - $165K
|
33.3K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.64K+ 4.79% |
$121K - $136K
|
79.6K
$3.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59K+ 24.69% |
$119K - $134K
|
18.1K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.54K+ 3.93% |
$117K - $132K
|
93.6K
$3.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.53K+ 13.84% |
$117K - $132K
|
29K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
3.44K+ 0.61% |
$114K - $129K
|
563K
$23.4M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.4K+ 24.78% |
$113K - $127K
|
17.1K
$711K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.31KNew |
$110K - $124K
|
3.31K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.07K+ 14.79% |
$102K - $115K
|
23.8K
$990K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.8K+ 33.57% |
$93K - $105K
|
11.1K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.76K+ 29.45% |
$91.6K - $103K
|
12.1K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.71K+ 43.95% |
$90.1K - $101K
|
8.89K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.48K+ 22.56% |
$82.2K - $92.5K
|
13.5K
$559K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.44K+ 19.95% |
$81.1K - $91.3K
|
14.7K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.44K+ 10.46% |
$80.9K - $91K
|
25.7K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.32K+ 4.0% |
$77.1K - $86.7K
|
60.3K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.26K+ 4.95% |
$75.1K - $84.5K
|
48K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.18K+ 9.33% |
$72.3K - $81.4K
|
25.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.1K+ 1.86% |
$69.6K - $78.4K
|
115K
$4.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.07K+ 0.9% |
$68.9K - $77.5K
|
233K
$9.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 5.59% |
$66.9K - $75.3K
|
38.1K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 19.32% |
$61.2K - $68.9K
|
11.4K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.82K+ 7.66% |
$60.3K - $67.8K
|
25.5K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.75K+ 0.89% |
$58.2K - $65.4K
|
198K
$8.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.71K+ 201.41% |
$56.8K - $63.9K
|
2.56K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.64K+ 0.49% |
$54.6K - $61.4K
|
335K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.57K+ 9.99% |
$52.1K - $58.7K
|
17.3K
$718K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.55K+ 3.42% |
$51.4K - $57.9K
|
46.9K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.54K+ 3.83% |
$51.3K - $57.7K
|
41.9K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.52K+ 3.48% |
$50.4K - $56.7K
|
45.1K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 8.78% |
$48.5K - $54.6K
|
18.1K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.32K+ 2.73% |
$43.7K - $49.2K
|
49.6K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.3K+ 6.0% |
$43K - $48.4K
|
22.9K
$951K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.17K+ 9.95% |
$38.8K - $43.6K
|
12.9K
$536K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.11K+ 3.25% |
$37K - $41.6K
|
35.4K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 10.0% |
$36.6K - $41.2K
|
12.1K
$504K
|