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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-926- 4.37% |
$30.8K - $34.6K
|
20.2K
$841K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-959- 1.19% |
$31.8K - $35.8K
|
79.6K
$3.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.04K- 0.5% |
$34.4K - $38.7K
|
205K
$8.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.04K- 6.35% |
$34.5K - $38.8K
|
15.3K
$636K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 10.03% |
$34.5K - $38.8K
|
9.32K
$387K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 5.56% |
$35.1K - $39.5K
|
18K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 11.95% |
$37.5K - $42.2K
|
8.31K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.14K- 0.4% |
$37.7K - $42.5K
|
286K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 4.99% |
$40.7K - $45.9K
|
23.4K
$970K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.26K- 15.32% |
$41.8K - $47K
|
6.96K
$289K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.29K- 1.43% |
$42.7K - $48.1K
|
88.5K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 11.6% |
$44.5K - $50K
|
10.2K
$424K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 13.4% |
$44.6K - $50.2K
|
8.67K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.39K- 13.89% |
$46.2K - $52K
|
8.63K
$358K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.48K- 0.99% |
$49.1K - $55.2K
|
148K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.68K- 60.3% |
$55.7K - $62.7K
|
1.1K
$45.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.81K- 2.17% |
$59.9K - $67.5K
|
81.6K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.87K- 1.78% |
$62.1K - $69.9K
|
103K
$4.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.97K- 5.11% |
$65.5K - $73.7K
|
36.6K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 8.43% |
$66.4K - $74.7K
|
21.7K
$903K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.03K- 10.6% |
$67.3K - $75.8K
|
17.1K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.03K- 18.42% |
$67.4K - $75.9K
|
8.99K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 3.77% |
$70.4K - $79.2K
|
54K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.35K- 3.29% |
$77.9K - $87.7K
|
69K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.36K- 50.05% |
$78.2K - $88K
|
2.35K
$97.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.38K- 28.65% |
$79K - $88.9K
|
5.93K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 50.81% |
$89.7K - $101K
|
2.61K
$109K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-2.89K- 20.83% |
$95.9K - $108K
|
11K
$456K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.04K- 25.15% |
$101K - $114K
|
9.06K
$376K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.09K- 5.76% |
$103K - $116K
|
50.6K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.23K- 27.07% |
$107K - $121K
|
8.7K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 31.31% |
$110K - $124K
|
7.27K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.42K- 0.99% |
$113K - $128K
|
341K
$14.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.55K- 14.97% |
$118K - $133K
|
20.1K
$837K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.59K- 6.89% |
$119K - $134K
|
48.4K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.86K- 5.04% |
$128K - $144K
|
72.7K
$3.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.94K- 7.73% |
$131K - $147K
|
47K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.97K- 37.34% |
$132K - $148K
|
6.66K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 3.21% |
$132K - $148K
|
120K
$4.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.63K- 39.67% |
$154K - $173K
|
7.04K
$292K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.77K- 21.08% |
$158K - $178K
|
17.9K
$742K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.98K- 8.1% |
$165K - $186K
|
56.5K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.19K- 45.93% |
$172K - $194K
|
6.11K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.33K- 59.27% |
$177K - $199K
|
3.66K
$152K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.38K- 10.23% |
$179K - $201K
|
47.2K
$1.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.59K- 43.69% |
$186K - $209K
|
7.21K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.71K- 2.65% |
$189K - $213K
|
209K
$8.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.75K- 10.5% |
$191K - $215K
|
49.1K
$2.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.93K- 16.49% |
$197K - $221K
|
30K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.28K- 38.02% |
$208K - $235K
|
10.2K
$425K
|