Purchases and Sales Made in Q3 2023 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 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 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
985
New
$32.7K - $36.8K
985 $40.9K
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
975
+ 0.2%
$32.4K - $36.4K
487K $20.2M
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

BUY
 -
964
+ 5.07%
$32K - $36K
20K $830K
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
951
+ 5.98%
$31.6K - $35.5K
16.9K $701K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
929
+ 4.24%
$30.9K - $34.7K
22.8K $949K
Nov 03, 2023 Q3 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
920
+ 4.71%
$30.6K - $34.4K
20.5K $850K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
865
+ 149.4%
$28.7K - $32.3K
1.44K $60K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
861
+ 10.88%
$28.6K - $32.2K
8.77K $364K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
845
+ 4.33%
$28.1K - $31.6K
20.4K $846K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
816
+ 5.55%
$27.1K - $30.5K
15.5K $645K
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
644
+ 4.05%
$21.4K - $24.1K
16.5K $688K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
593
+ 8.08%
$19.7K - $22.2K
7.93K $330K
Oct 17, 2023 Q3 2023
Carolina Wealth Advisors, LLC

BUY
 -
568
+ 17.87%
$18.9K - $21.2K
3.75K $156K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
518
New
$17.2K - $19.4K
518 $21.5K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
510
+ 3.44%
$16.9K - $19.1K
15.3K $638K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
459
+ 4.83%
$15.2K - $17.2K
9.96K $414K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
441
+ 2.56%
$14.6K - $16.5K
17.7K $735K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
431
+ 63.1%
$14.3K - $16.1K
1.11K $46.3K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
426
+ 1.51%
$14.1K - $15.9K
28.6K $1.19M
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
395
+ 2.24%
$13.1K - $14.8K
18K $748K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
379
+ 0.24%
$12.6K - $14.2K
159K $6.62M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
362
New
$12K - $13.5K
362 $15K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
345
New
$11.5K - $12.9K
345 $14.3K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
300
New
$9.96K - $11.2K
300 $12.5K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
294
+ 2.22%
$9.76K - $11K
13.5K $562K
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
276
+ 2.92%
$9.17K - $10.3K
9.74K $404K
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
271
+ 0.73%
$9K - $10.1K
37.5K $1.56M
Oct 10, 2023 Q3 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
268
+ 0.39%
$8.9K - $10K
69.2K $2.87M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
248
+ 1.79%
$8.24K - $9.27K
14.1K $586K
Oct 23, 2023 Q3 2023
Trellis Advisors, LLC

BUY
 -
244
+ 1.21%
$8.1K - $9.12K
20.4K $846K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
232
+ 7.95%
$7.7K - $8.67K
3.15K $131K
Nov 09, 2023 Q3 2023
Virtus Family Office LLC

El Paso, TX
BUY
 -
192
+ 1.44%
$6.38K - $7.18K
13.5K $560K
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
192
+ 0.1%
$6.38K - $7.18K
189K $7.86M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
183
+ 2.86%
$6.08K - $6.84K
6.58K $273K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
155
+ 0.86%
$5.15K - $5.79K
18.2K $757K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
153
+ 13.76%
$5.08K - $5.72K
1.27K $52.6K
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
150
+ 1.48%
$4.98K - $5.61K
10.3K $426K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
105
+ 19.81%
$3.49K - $3.92K
635 $26.4K
Nov 09, 2023 Q3 2023
Sws Partners

BUY
 -
100
+ 1.56%
$3.32K - $3.74K
6.51K $270K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
90
New
$2.99K - $3.36K
90 $3.74K
Oct 31, 2023 Q3 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
83
+ 0.27%
$2.76K - $3.1K
31K $1.29M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
81
+ 15.98%
$2.69K - $3.03K
588 $24.4K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
45
+ 8.15%
$1.49K - $1.68K
597 $24.8K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
42
+ 1.01%
$1.39K - $1.57K
4.18K $174K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
40
+ 0.25%
$1.33K - $1.49K
15.9K $660K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
39
+ 0.51%
$1.3K - $1.46K
7.73K $321K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
35
New
$1.16K - $1.31K
35 $1.45K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
33
New
$1.1K - $1.23K
33 $1.37K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
29
+ 0.15%
$963 - $1.08K
19.1K $793K

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