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 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
456+ 0.62% |
$17.3K - $19.2K
|
73.6K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
434+ 5.05% |
$16.5K - $18.3K
|
9.03K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
403New |
$15.3K - $17K
|
403
$16.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
391+ 5.15% |
$14.9K - $16.4K
|
7.99K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
390New |
$14.8K - $16.4K
|
390
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
347+ 1.54% |
$13.2K - $14.6K
|
22.8K
$949K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
315+ 2.26% |
$12K - $13.2K
|
14.3K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
297+ 5.24% |
$11.3K - $12.5K
|
5.97K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
293+ 1.72% |
$11.1K - $12.3K
|
17.4K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
292+ 0.35% |
$11.1K - $12.3K
|
83.4K
$3.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
189+ 0.32% |
$7.19K - $7.95K
|
59.7K
$2.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
184+ 0.84% |
$7K - $7.74K
|
22.1K
$916K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
128+ 1.24% |
$4.87K - $5.38K
|
10.5K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 0.89% |
$4.53K - $5.01K
|
13.5K
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
112New |
$4.26K - $4.71K
|
112
$4.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 1.29% |
$4.07K - $4.5K
|
8.42K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
102+ 1.04% |
$3.88K - $4.29K
|
9.9K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 8.24% |
$3.84K - $4.25K
|
1.33K
$55.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
72+ 0.67% |
$2.74K - $3.03K
|
10.7K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
70+ 0.37% |
$2.66K - $2.94K
|
19K
$791K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
68New |
$2.59K - $2.86K
|
68
$2.83K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
63+ 0.11% |
$2.4K - $2.65K
|
60K
$2.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
36+ 0.57% |
$1.37K - $1.51K
|
6.34K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31+ 0.05% |
$1.18K - $1.3K
|
67K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
26+ 1.53% |
$989 - $1.09K
|
1.72K
$71.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
22+ 0.32% |
$837 - $925
|
6.86K
$285K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
18+ 0.34% |
$685 - $757
|
5.37K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 3.37% |
$570 - $631
|
460
$19.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 0.21% |
$532 - $589
|
6.68K
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6+ 0.1% |
$228 - $252
|
6.13K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.06% |
$152 - $168
|
6.19K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$152 - $168
|
1.64K
$68.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.27% |
$114 - $126
|
1.13K
$46.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.32% |
$76.1 - $84.1
|
623
$25.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$38 - $42.1
|
526
$21.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$38 - $42.1
|
143
$5.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.05% |
$228 - $252
|
12.8K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.25% |
$532 - $589
|
5.65K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-26- 0.39% |
$989 - $1.09K
|
6.64K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 0.76% |
$1.48K - $1.64K
|
5.08K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.72% |
$1.79K - $1.98K
|
6.48K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$61.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.66% |
$1.9K - $2.1K
|
7.47K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-75- 0.88% |
$2.85K - $3.15K
|
8.5K
$353K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-77- 1.33% |
$2.93K - $3.24K
|
5.73K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 10.81% |
$3.8K - $4.21K
|
825
$34.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-127- 1.35% |
$4.83K - $5.34K
|
9.31K
$387K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-132- 0.8% |
$5.02K - $5.55K
|
16.3K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 19.16% |
$6.58K - $7.28K
|
730
$30.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-173- 1.73% |
$6.58K - $7.28K
|
9.84K
$409K
|