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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.96K+ 13.51% |
$113K - $127K
|
24.9K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.93K+ 3.68% |
$112K - $126K
|
82.7K
$3.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.92K+ 51.41% |
$112K - $125K
|
8.6K
$357K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
2.81K+ 38.12% |
$107K - $120K
|
10.2K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 37.64% |
$107K - $119K
|
10.2K
$424K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.73K+ 12.52% |
$104K - $117K
|
24.6K
$1.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.73K+ 51.35% |
$104K - $117K
|
8.05K
$335K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.67K+ 28.29% |
$102K - $114K
|
12.1K
$503K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
2.44K+ 1.84% |
$93.3K - $105K
|
135K
$5.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 14.6% |
$92K - $103K
|
18.9K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.4K+ 4.35% |
$91.7K - $103K
|
57.5K
$2.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.35K+ 4.81% |
$89.9K - $101K
|
51.2K
$2.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
2.33K+ 37.6% |
$89K - $99.6K
|
8.52K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.27K+ 14.98% |
$86.9K - $97.3K
|
17.5K
$725K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.26K+ 24.15% |
$86.2K - $96.6K
|
11.6K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.25K+ 13.48% |
$85.8K - $96.1K
|
18.9K
$785K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 2173.0% |
$83.1K - $93K
|
2.27K
$94.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 6.97% |
$82.1K - $91.9K
|
33K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 8.62% |
$82K - $91.8K
|
27K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.1K+ 15.88% |
$80.4K - $90.1K
|
15.3K
$637K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.98K+ 10.77% |
$75.7K - $84.7K
|
20.4K
$846K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.95K+ 17.09% |
$74.5K - $83.5K
|
13.4K
$555K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.89K+ 20.79% |
$72.3K - $81K
|
11K
$457K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.84K+ 2.88% |
$70.5K - $78.9K
|
65.8K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 3.36% |
$70.4K - $78.8K
|
56.6K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.76K+ 6.29% |
$67.4K - $75.5K
|
29.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.74K+ 8.8% |
$66.4K - $74.4K
|
21.5K
$892K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.73K+ 7.73% |
$66.3K - $74.2K
|
24.2K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.73K+ 5.32% |
$66.2K - $74.2K
|
34.3K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.62K+ 8.79% |
$61.9K - $69.4K
|
20.1K
$833K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.56K+ 5.71% |
$59.5K - $66.7K
|
28.8K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 2.81% |
$58.4K - $65.4K
|
55.8K
$2.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.49K+ 9.8% |
$56.8K - $63.6K
|
16.6K
$691K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.46KNew |
$55.7K - $62.3K
|
1.46K
$60.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 49.88% |
$55.6K - $62.3K
|
4.37K
$182K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.4K+ 14.64% |
$53.3K - $59.7K
|
10.9K
$454K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.31K+ 18.13% |
$49.9K - $55.9K
|
8.5K
$353K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 37.41% |
$47.8K - $53.5K
|
4.59K
$191K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.23K+ 20.78% |
$46.8K - $52.5K
|
7.12K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.2KNew |
$45.9K - $51.4K
|
1.2K
$49.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
1.18K+ 7.71% |
$45.2K - $50.6K
|
16.5K
$686K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.14K+ 3.31% |
$43.7K - $49K
|
35.7K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.11K+ 11.0% |
$42.4K - $47.5K
|
11.2K
$466K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
1.07K+ 34.34% |
$40.8K - $45.7K
|
4.17K
$173K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 8.68% |
$40.6K - $45.5K
|
13.3K
$552K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 7.87% |
$38.2K - $42.8K
|
13.7K
$569K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
971+ 10.0% |
$37.1K - $41.6K
|
10.7K
$444K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
902+ 6.93% |
$34.5K - $38.6K
|
13.9K
$579K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
852+ 91.91% |
$32.6K - $36.5K
|
1.78K
$73.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
830+ 488.24% |
$31.7K - $35.5K
|
1K
$41.6K
|