Purchases and Sales Made in Q3 2024 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 2024. 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 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
66.3KNew |
$2.52M - $2.79M
|
66.3K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.1K+ 18.54% |
$1.72M - $1.9M
|
288K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.3KNew |
$1.34M - $1.48M
|
35.3K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.3K+ 2.38% |
$1.23M - $1.36M
|
1.39M
$57.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
20.3K+ 71.25% |
$773K - $855K
|
48.9K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20.2K+ 15.21% |
$767K - $848K
|
153K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.7K+ 9.71% |
$748K - $827K
|
222K
$9.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 20.75% |
$542K - $600K
|
83K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 11.9% |
$510K - $564K
|
126K
$5.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 10.88% |
$381K - $421K
|
102K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.72K+ 3.98% |
$370K - $409K
|
254K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.45KNew |
$321K - $355K
|
8.45K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.77KNew |
$295K - $327K
|
7.77K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$226K - $250K
|
5.94K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.58K+ 86.51% |
$212K - $234K
|
12K
$499K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37KNew |
$204K - $226K
|
5.37K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.31KNew |
$202K - $223K
|
5.31K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.28K+ 3425.97% |
$201K - $222K
|
5.43K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$200K - $221K
|
5.27K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$190K - $210K
|
5K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.2K+ 5.19% |
$160K - $177K
|
85K
$3.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.99K+ 3.86% |
$152K - $168K
|
107K
$4.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.88K+ 6.74% |
$148K - $163K
|
61.4K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.74K+ 2.41% |
$142K - $157K
|
159K
$6.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.23K+ 3.97% |
$123K - $136K
|
84.4K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.18K+ 5.1% |
$121K - $134K
|
65.5K
$2.72M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.77K+ 76.48% |
$105K - $117K
|
6.39K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.53K+ 4.57% |
$96.1K - $106K
|
57.8K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.4K+ 31.71% |
$91.2K - $101K
|
9.96K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 37.19% |
$79.4K - $87.8K
|
7.7K
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.01K+ 4.64% |
$76.6K - $84.7K
|
45.4K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.95K+ 9.88% |
$74.2K - $82K
|
21.7K
$901K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.77K+ 12.56% |
$67.1K - $74.2K
|
15.8K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.51K+ 14.74% |
$57.3K - $63.4K
|
11.7K
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.47K+ 3.01% |
$56K - $61.9K
|
50.4K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.42KNew |
$53.9K - $59.6K
|
1.42K
$58.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37K+ 4.89% |
$51.9K - $57.4K
|
29.3K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.03K+ 16.34% |
$39.1K - $43.2K
|
7.31K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.8% |
$34K - $37.6K
|
50.6K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
853+ 8.02% |
$32.4K - $35.9K
|
11.5K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
767+ 1.22% |
$29.2K - $32.3K
|
63.7K
$2.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
621+ 2.76% |
$23.6K - $26.1K
|
23.1K
$961K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
585+ 9.35% |
$22.2K - $24.6K
|
6.84K
$284K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
557+ 2.8% |
$21.2K - $23.4K
|
20.5K
$850K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
541+ 6.03% |
$20.6K - $22.8K
|
9.52K
$396K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
528+ 2.82% |
$20.1K - $22.2K
|
19.2K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
490+ 7.45% |
$18.6K - $20.6K
|
7.07K
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
480+ 3.65% |
$18.3K - $20.2K
|
13.6K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
476+ 6.56% |
$18.1K - $20K
|
7.73K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
468+ 17.54% |
$17.8K - $19.7K
|
3.14K
$130K
|