Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
628K+ 15.64% |
$24M - $26.9M
|
4.64M
$193M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
316K+ 21.14% |
$12.1M - $13.5M
|
1.81M
$75.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
201K+ 25.56% |
$7.67M - $8.59M
|
986K
$41M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
167K+ 56.85% |
$6.39M - $7.15M
|
461K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
155K+ 304.13% |
$5.92M - $6.62M
|
206K
$8.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
139KNew |
$5.33M - $5.96M
|
139K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
134KNew |
$5.12M - $5.73M
|
134K
$5.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
130K+ 9.36% |
$4.97M - $5.56M
|
1.52M
$63.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
90.7K+ 363.39% |
$3.47M - $3.88M
|
116K
$4.81M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
79KNew |
$3.02M - $3.38M
|
79K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
70.7K+ 53.77% |
$2.7M - $3.03M
|
202K
$8.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
63.2K+ 8.12% |
$2.42M - $2.71M
|
841K
$34.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.3K+ 21.69% |
$2.27M - $2.54M
|
333K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.3K+ 17.44% |
$2.15M - $2.41M
|
379K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55K+ 25.98% |
$2.1M - $2.35M
|
267K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.6K+ 28.82% |
$1.93M - $2.17M
|
226K
$9.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
47.1KNew |
$1.8M - $2.02M
|
47.1K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.5K+ 101.16% |
$1.7M - $1.9M
|
88.5K
$3.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.1K+ 39.44% |
$1.69M - $1.89M
|
156K
$6.48M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
43.8K+ 10.91% |
$1.67M - $1.87M
|
445K
$18.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
43.3KNew |
$1.65M - $1.85M
|
43.3K
$1.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
40.6K+ 2.89% |
$1.55M - $1.74M
|
1.44M
$60M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40.3KNew |
$1.54M - $1.72M
|
40.3K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
35.2K+ 4.36% |
$1.35M - $1.51M
|
843K
$35M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.5K+ 52.42% |
$1.28M - $1.43M
|
97.3K
$4.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.5K+ 114.02% |
$1.24M - $1.39M
|
61.1K
$2.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
31K+ 77.25% |
$1.19M - $1.33M
|
71.1K
$2.96M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
30.8K+ 14.29% |
$1.18M - $1.32M
|
246K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30.2K+ 30.69% |
$1.15M - $1.29M
|
128K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
26.5K+ 25.07% |
$1.01M - $1.13M
|
132K
$5.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
24.8KNew |
$947K - $1.06M
|
24.8K
$1.03M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
23.5KNew |
$899K - $1.01M
|
23.5K
$977K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.7K+ 12.29% |
$869K - $973K
|
208K
$8.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 17.71% |
$860K - $963K
|
150K
$6.21M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
21.9KNew |
$839K - $939K
|
21.9K
$912K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 787.3% |
$801K - $897K
|
23.6K
$981K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.2KNew |
$772K - $864K
|
20.2K
$839K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.8KNew |
$720K - $807K
|
18.8K
$783K
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
18.7K+ 9.67% |
$716K - $801K
|
212K
$8.82M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 17.01% |
$715K - $800K
|
129K
$5.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
18.3KNew |
$701K - $785K
|
18.3K
$761K
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$686K - $768K
|
17.9K
$745K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
17.5K+ 7.95% |
$670K - $751K
|
238K
$9.89M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.2K+ 11.64% |
$657K - $735K
|
165K
$6.84M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.1KNew |
$617K - $691K
|
16.1K
$670K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5K+ 125.95% |
$593K - $664K
|
27.8K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
15.2KNew |
$581K - $650K
|
15.2K
$631K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.1KNew |
$578K - $647K
|
15.1K
$628K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15KNew |
$573K - $642K
|
15K
$623K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 19.19% |
$566K - $634K
|
91.9K
$3.82M
|