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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651K+ 179.48% |
$24.8M - $27.4M
|
1.01M
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 75.92% |
$8.38M - $9.27M
|
511K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
213K+ 9.93% |
$8.09M - $8.95M
|
2.36M
$100M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
116K+ 8.43% |
$4.41M - $4.88M
|
1.49M
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
75.1K+ 8.16% |
$2.86M - $3.16M
|
995K
$42.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
66.3KNew |
$2.52M - $2.79M
|
66.3K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.1K+ 18.54% |
$1.72M - $1.9M
|
288K
$12.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 197.51% |
$1.4M - $1.55M
|
55.4K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.3KNew |
$1.34M - $1.48M
|
35.3K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.3K+ 2.38% |
$1.23M - $1.36M
|
1.39M
$59.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.7KNew |
$1.21M - $1.33M
|
31.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
21.6K+ 20.32% |
$822K - $910K
|
128K
$5.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
20.3K+ 71.25% |
$773K - $855K
|
48.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 4.81% |
$772K - $854K
|
442K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20.2K+ 15.21% |
$767K - $848K
|
153K
$6.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.7K+ 9.71% |
$748K - $827K
|
222K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 78.75% |
$622K - $688K
|
37.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$559K - $618K
|
14.7K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 20.75% |
$542K - $600K
|
83K
$3.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 11.9% |
$510K - $564K
|
126K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 2.49% |
$422K - $467K
|
457K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 3.51% |
$421K - $466K
|
327K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 10.88% |
$381K - $421K
|
102K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.77K+ 25.37% |
$372K - $411K
|
48.3K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.72K+ 3.98% |
$370K - $409K
|
254K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
8.95K+ 9.92% |
$340K - $376K
|
99.2K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85K+ 51.35% |
$337K - $372K
|
26.1K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.45KNew |
$321K - $355K
|
8.45K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.35K+ 4.84% |
$317K - $351K
|
181K
$7.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.05K+ 23.61% |
$306K - $339K
|
42.2K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.83K+ 18.06% |
$298K - $329K
|
51.2K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.77KNew |
$295K - $327K
|
7.77K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.26K+ 1.85% |
$238K - $263K
|
345K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.99KNew |
$228K - $252K
|
5.99K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.94KNew |
$226K - $250K
|
5.94K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$223K - $246K
|
5.85K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.83K+ 2.9% |
$222K - $245K
|
207K
$8.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.72K+ 9.48% |
$218K - $241K
|
66.1K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.58K+ 86.51% |
$212K - $234K
|
12K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.57KNew |
$212K - $234K
|
5.57K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.47K+ 5.04% |
$208K - $230K
|
114K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.37K+ 4.76% |
$204K - $226K
|
118K
$5.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.37KNew |
$204K - $226K
|
5.37K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.31KNew |
$202K - $223K
|
5.31K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.28K+ 3425.97% |
$201K - $222K
|
5.43K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.27KNew |
$200K - $221K
|
5.27K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.02K+ 65.99% |
$191K - $211K
|
12.6K
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$190K - $210K
|
5K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.5K+ 8.26% |
$171K - $189K
|
59K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.2K+ 5.19% |
$160K - $177K
|
85K
$3.62M
|