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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
14.4K+ 48.19% |
$552K - $618K
|
44.4K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
14.2KNew |
$544K - $609K
|
14.2K
$606K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.2KNew |
$542K - $606K
|
14.2K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
14.2K+ 33.04% |
$541K - $606K
|
57K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.1K+ 145.07% |
$540K - $604K
|
23.8K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
14KNew |
$534K - $597K
|
14K
$595K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
13.3KNew |
$510K - $572K
|
13.3K
$569K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
13.3KNew |
$510K - $571K
|
13.3K
$568K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
13.1K+ 124.02% |
$499K - $559K
|
23.6K
$1.01M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$483K - $541K
|
12.6K
$538K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12.6KNew |
$481K - $539K
|
12.6K
$536K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.7K+ 16.16% |
$449K - $502K
|
84.3K
$3.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
11.6K+ 31.2% |
$444K - $497K
|
48.8K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
11.3KNew |
$434K - $486K
|
11.3K
$483K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.6K+ 366.7% |
$404K - $452K
|
13.4K
$573K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$402K - $450K
|
10.5K
$447K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
10.4KNew |
$399K - $447K
|
10.4K
$445K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.3K+ 32.42% |
$394K - $441K
|
42K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
10.1KNew |
$388K - $434K
|
10.1K
$432K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.89K+ 74.66% |
$378K - $423K
|
23.1K
$985K
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
9.49KNew |
$363K - $406K
|
9.49K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
9.38K+ 60.19% |
$359K - $402K
|
25K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.31KNew |
$356K - $399K
|
9.31K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.29KNew |
$355K - $398K
|
9.29K
$396K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.71KNew |
$333K - $373K
|
8.71K
$371K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.64K+ 55.85% |
$331K - $370K
|
24.1K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.62KNew |
$330K - $369K
|
8.62K
$367K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.61KNew |
$329K - $369K
|
8.61K
$367K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.56KNew |
$327K - $367K
|
8.56K
$365K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.55KNew |
$327K - $366K
|
8.55K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.44KNew |
$323K - $361K
|
8.44K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.2K+ 24.68% |
$314K - $351K
|
41.4K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.16K+ 6.74% |
$312K - $349K
|
129K
$5.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.58K+ 5.72% |
$290K - $324K
|
140K
$5.96M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.25K+ 90.56% |
$277K - $311K
|
15.3K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.24K+ 61.07% |
$277K - $310K
|
19.1K
$813K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.1K+ 44.11% |
$272K - $304K
|
23.2K
$989K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
7.09KNew |
$271K - $304K
|
7.09K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.04KNew |
$269K - $301K
|
7.04K
$300K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.95K+ 16.6% |
$266K - $298K
|
48.9K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.78K+ 19.42% |
$259K - $290K
|
41.7K
$1.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
6.7KNew |
$256K - $287K
|
6.7K
$285K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.52K+ 37.19% |
$249K - $279K
|
24K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.46KNew |
$247K - $276K
|
6.46K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$246K - $275K
|
6.43K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.38KNew |
$244K - $273K
|
6.38K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.37K+ 13.09% |
$244K - $273K
|
55K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.31KNew |
$241K - $270K
|
6.31K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 37.46% |
$240K - $269K
|
23K
$981K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.18KNew |
$236K - $265K
|
6.18K
$263K
|