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 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
28
+ 0.3%
$930 - $1.05K
9.26K $385K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
20
New
$664 - $747
20 $831
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
18
New
$598 - $673
18 $748
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
13
+ 6.07%
$432 - $486
227 $9.43K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

BUY
 -
8
+ 15.38%
$266 - $299
60 $2.49K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7
+ 1.1%
$232 - $262
646 $26.8K
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
4
+ 0.04%
$133 - $149
9.68K $402K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
1
+ 0.04%
$33.2 - $37.4
2.71K $113K
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
1
+ 0.13%
$33.2 - $37.4
757 $31.5K
Oct 19, 2023 Q3 2023
Mokosak Advisory Group, LLC

SELL
 -
-1
- 0.01%
$33.2 - $37.4
10.4K $432K
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-11
- 55.0%
$365 - $411
9 $374
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-12
- 2.02%
$399 - $448
583 $24.2K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-16
- 0.09%
$531 - $598
18.7K $777K
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

SELL
 -
-22
- 0.37%
$731 - $822
5.86K $244K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

SELL
 -
-23
- 0.29%
$764 - $860
7.98K $332K
Oct 16, 2023 Q3 2023
Moller Financial Services

SELL
 -
-48
- 0.79%
$1.59K - $1.79K
6K $249K
Nov 09, 2023 Q3 2023
1 St Source Bank

SELL
 -
-65
- 0.76%
$2.16K - $2.43K
8.46K $352K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-72
- 49.66%
$2.39K - $2.69K
73 $3.03K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-78
- 38.05%
$2.59K - $2.91K
127 $5.28K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-103
- 51.76%
$3.42K - $3.85K
96 $3.99K
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

SELL
 -
-106
- 0.7%
$3.52K - $3.96K
15.1K $626K
Oct 23, 2023 Q3 2023
First Pacific Financial

SELL
 -
-123
- 6.0%
$4.08K - $4.6K
1.93K $80.1K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-130
- 0.82%
$4.32K - $4.86K
15.7K $653K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-140
- 0.97%
$4.65K - $5.23K
14.3K $595K
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-143
- 0.98%
$4.75K - $5.34K
14.5K $602K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-143
- 1.84%
$4.75K - $5.34K
7.65K $318K
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-146
- 2.05%
$4.85K - $5.46K
6.97K $289K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-159
- 0.54%
$5.28K - $5.94K
29.1K $1.21M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-159
- 0.54%
$5.28K - $5.94K
29.1K $1.21M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

SELL
 -
-159
- 1.71%
$5.28K - $5.94K
9.12K $379K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-165
- 5.09%
$5.48K - $6.17K
3.08K $128K
Nov 13, 2023 Q3 2023
Pecaut & Co.

SELL
 -
-203
- 6.27%
$6.74K - $7.59K
3.03K $126K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-222
- 28.57%
$7.37K - $8.3K
555 $23.1K
Dec 04, 2023 Q3 2023
Trust CO

SELL
 -
-313
- 5.22%
$10.4K - $11.7K
5.68K $236K
Nov 13, 2023 Q3 2023
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-314
- 0.37%
$10.4K - $11.7K
85K $3.53M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-337
- 12.35%
$11.2K - $12.6K
2.39K $99.4K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-338
- 59.19%
$11.2K - $12.6K
233 $9.68K
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
SELL
 -
-348
- 0.34%
$11.6K - $13K
101K $4.21M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-371
- 1.2%
$12.3K - $13.9K
30.5K $1.27M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-390
- 1.46%
$13K - $14.6K
26.3K $1.09M
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-425
- 2.57%
$14.1K - $15.9K
16.1K $670K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-427
- 1.66%
$14.2K - $16K
25.4K $1.05M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-453
- 51.42%
$15K - $16.9K
428 $17.8K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-552
- 20.08%
$18.3K - $20.6K
2.2K $91.3K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-556
- 52.55%
$18.5K - $20.8K
502 $20.9K
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

SELL
 -
-609
- 4.59%
$20.2K - $22.8K
12.7K $526K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-777
- 15.99%
$25.8K - $29K
4.08K $170K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-835
- 6.9%
$27.7K - $31.2K
11.3K $468K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-838
- 4.46%
$27.8K - $31.3K
17.9K $745K

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