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
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 0.92% |
$1.52K - $1.68K
|
4.39K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 0.47% |
$1.45K - $1.6K
|
8.13K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
36+ 0.57% |
$1.37K - $1.51K
|
6.34K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
35+ 0.23% |
$1.33K - $1.47K
|
15.5K
$660K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31+ 0.05% |
$1.18K - $1.3K
|
67K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
30New |
$1.14K - $1.26K
|
30
$1.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28+ 0.41% |
$1.06K - $1.18K
|
6.79K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
26+ 1.53% |
$989 - $1.09K
|
1.72K
$73.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.41% |
$951 - $1.05K
|
6.1K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
22+ 0.32% |
$837 - $925
|
6.86K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 0.33% |
$799 - $883
|
6.38K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 0.2% |
$799 - $883
|
10.8K
$458K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
18+ 0.34% |
$685 - $757
|
5.37K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$767
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$685 - $757
|
18
$767
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15+ 2.09% |
$570 - $631
|
732
$31.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
15+ 0.22% |
$570 - $631
|
6.78K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 3.37% |
$570 - $631
|
460
$19.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 0.21% |
$532 - $589
|
6.68K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11New |
$418 - $463
|
11
$469
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.33% |
$304 - $336
|
2.47K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6+ 0.1% |
$228 - $252
|
6.13K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
5+ 2.94% |
$190 - $210
|
175
$7.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$152 - $168
|
1.64K
$69.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.06% |
$152 - $168
|
6.19K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.27% |
$114 - $126
|
1.13K
$48.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.05% |
$114 - $126
|
6.27K
$267K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.32% |
$76.1 - $84.1
|
623
$26.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$38 - $42.1
|
143
$6.09K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$38 - $42.1
|
526
$22.4K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4- 0.02% |
$152 - $168
|
18.6K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.05% |
$228 - $252
|
12.8K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-7- 0.04% |
$266 - $294
|
18.6K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9- 0.07% |
$342 - $379
|
13.6K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10- 0.17% |
$380 - $421
|
5.97K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.25% |
$532 - $589
|
5.65K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-25- 0.27% |
$951 - $1.05K
|
9.31K
$397K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-26- 0.39% |
$989 - $1.09K
|
6.64K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 0.76% |
$1.48K - $1.64K
|
5.08K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 3.1% |
$1.79K - $1.98K
|
1.47K
$62.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.72% |
$1.79K - $1.98K
|
6.48K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.66% |
$1.9K - $2.1K
|
7.47K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 0.2% |
$1.9K - $2.1K
|
24.9K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-75- 0.88% |
$2.85K - $3.15K
|
8.5K
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-77- 1.33% |
$2.93K - $3.24K
|
5.73K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-80- 0.39% |
$3.04K - $3.36K
|
20.5K
$875K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-83- 0.88% |
$3.16K - $3.49K
|
9.3K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-87- 0.59% |
$3.31K - $3.66K
|
14.7K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-95- 0.36% |
$3.61K - $4K
|
26.4K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 10.81% |
$3.8K - $4.21K
|
825
$35.2K
|