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 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.66% |
$7.04K - $7.78K
|
27.7K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-227- 2.54% |
$8.63K - $9.55K
|
8.7K
$361K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-230- 2.6% |
$8.75K - $9.67K
|
8.62K
$358K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-261- 1.95% |
$9.93K - $11K
|
13.1K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-280- 2.79% |
$10.6K - $11.8K
|
9.76K
$405K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-295- 3.86% |
$11.2K - $12.4K
|
7.36K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-323- 3.56% |
$12.3K - $13.6K
|
8.75K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-369- 0.87% |
$14K - $15.5K
|
42.1K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-370- 6.14% |
$14.1K - $15.6K
|
5.65K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-375- 1.04% |
$14.3K - $15.8K
|
35.6K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-397- 5.37% |
$15.1K - $16.7K
|
6.99K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-457- 2.79% |
$17.4K - $19.2K
|
15.9K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-506- 3.25% |
$19.2K - $21.3K
|
15.1K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 7.87% |
$20K - $22.2K
|
6.17K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-535- 0.47% |
$20.3K - $22.5K
|
114K
$4.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-544- 3.2% |
$20.7K - $22.9K
|
16.5K
$684K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-572- 12.47% |
$21.8K - $24.1K
|
4.02K
$167K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-616- 1.04% |
$23.4K - $25.9K
|
58.5K
$2.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-852- 7.82% |
$32.4K - $35.8K
|
10K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-944- 14.01% |
$35.9K - $39.7K
|
5.79K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-964- 1.69% |
$36.7K - $40.5K
|
56K
$2.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.04K- 2.28% |
$39.6K - $43.7K
|
44.7K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.71% |
$43.7K - $48.4K
|
23.3K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.32K- 1.64% |
$50.4K - $55.7K
|
79.6K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.4K- 9.23% |
$53.4K - $59.1K
|
13.8K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 4.76% |
$53.8K - $59.5K
|
28.3K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 8.36% |
$54.1K - $59.8K
|
15.6K
$647K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.46K- 2.84% |
$55.4K - $61.3K
|
49.8K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.46K- 2.63% |
$55.6K - $61.5K
|
54.1K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 7.74% |
$58.2K - $64.4K
|
18.3K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 3.04% |
$63.9K - $70.7K
|
53.6K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 18.23% |
$67.5K - $74.6K
|
7.96K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 10.65% |
$68K - $75.2K
|
15K
$623K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02K- 22.35% |
$76.7K - $84.8K
|
7.01K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.36K- 3.53% |
$89.6K - $99.1K
|
64.3K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.57K- 27.38% |
$97.8K - $108K
|
6.82K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.58K- 7.03% |
$98.2K - $109K
|
34.1K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.64K- 24.62% |
$100K - $111K
|
8.08K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.79K- 31.92% |
$106K - $117K
|
5.94K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.9K- 51.93% |
$148K - $164K
|
3.61K
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.37K- 12.58% |
$166K - $184K
|
30.3K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.35K- 35.6% |
$203K - $225K
|
9.67K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 26.52% |
$221K - $245K
|
16.1K
$670K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.18K- 3.26% |
$235K - $260K
|
183K
$7.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 9.05% |
$236K - $261K
|
62.3K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8.09K- 44.65% |
$308K - $340K
|
10K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.96K- 4.55% |
$341K - $377K
|
188K
$7.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.4K- 15.43% |
$663K - $734K
|
95.6K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 7.39% |
$1.13M - $1.25M
|
372K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-30.7K- 36.09% |
$1.17M - $1.29M
|
54.4K
$2.26M
|