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 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.16K+ 149.95% |
$236K - $264K
|
10.3K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
6.14KNew |
$235K - $263K
|
6.14K
$262K
|
|
|
Jan 24, 2022
Q4 2021
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.14KNew |
$235K - $263K
|
6.14K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.08K+ 10.46% |
$233K - $260K
|
64.2K
$2.74M
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6.04K+ 13.24% |
$231K - $259K
|
51.7K
$2.2M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.01KNew |
$230K - $257K
|
6.01K
$256K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.99K+ 6.11% |
$229K - $257K
|
104K
$4.43M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.97KNew |
$228K - $256K
|
5.97K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.9KNew |
$226K - $253K
|
5.9K
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.88KNew |
$225K - $252K
|
5.88K
$251K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.86K+ 14.34% |
$224K - $251K
|
46.8K
$1.99M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.86K+ 73.35% |
$224K - $251K
|
13.8K
$590K
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.81K+ 2752.13% |
$222K - $249K
|
6.02K
$256K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.7K+ 39.37% |
$218K - $244K
|
20.2K
$860K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.68KNew |
$217K - $243K
|
5.68K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.52KNew |
$211K - $236K
|
5.52K
$235K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
5.5K+ 69.47% |
$210K - $236K
|
13.4K
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5.48KNew |
$210K - $235K
|
5.48K
$234K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.41KNew |
$207K - $232K
|
5.41K
$231K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.27KNew |
$202K - $226K
|
5.27K
$225K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26KNew |
$201K - $225K
|
5.26K
$224K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.2KNew |
$199K - $222K
|
5.2K
$221K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.19KNew |
$198K - $222K
|
5.19K
$221K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.11KNew |
$196K - $219K
|
5.11K
$218K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.09KNew |
$195K - $218K
|
5.09K
$217K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.05K+ 4.87% |
$193K - $216K
|
109K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5K+ 6.13% |
$191K - $214K
|
86.6K
$3.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
5KNew |
$191K - $214K
|
5K
$213K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94K+ 26.46% |
$189K - $211K
|
23.6K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.88KNew |
$186K - $209K
|
4.88K
$208K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.82K+ 6.71% |
$184K - $206K
|
76.6K
$3.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.81K+ 4.68% |
$184K - $206K
|
108K
$4.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.72K+ 38.42% |
$180K - $202K
|
17K
$724K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.41K+ 16.18% |
$168K - $189K
|
31.6K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.38KNew |
$168K - $188K
|
4.38K
$187K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.17K+ 11.31% |
$159K - $179K
|
41.1K
$1.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.08K+ 14.78% |
$156K - $175K
|
31.7K
$1.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.93K+ 22.94% |
$150K - $168K
|
21.1K
$898K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.74K+ 21.12% |
$143K - $160K
|
21.4K
$913K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.72K+ 35.54% |
$142K - $159K
|
14.2K
$605K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.56K+ 20.8% |
$136K - $153K
|
20.7K
$882K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.5K+ 25.55% |
$134K - $150K
|
17.2K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 30.52% |
$133K - $149K
|
14.9K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.44K+ 12.31% |
$131K - $147K
|
31.4K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.35K+ 39.47% |
$128K - $143K
|
11.8K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.35K+ 9.95% |
$128K - $143K
|
37K
$1.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.29K+ 110.77% |
$126K - $141K
|
6.26K
$267K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.22K+ 24.56% |
$123K - $138K
|
16.3K
$696K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.21K+ 24.75% |
$123K - $137K
|
16.2K
$689K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
3.17K+ 4.83% |
$121K - $136K
|
68.9K
$2.93M
|