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 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
830+ 488.24% |
$31.7K - $35.5K
|
1K
$42.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
816+ 3.89% |
$31.2K - $34.9K
|
21.8K
$929K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
778+ 8.92% |
$29.8K - $33.3K
|
9.5K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
748+ 6.99% |
$28.6K - $32K
|
11.4K
$488K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
739+ 2.44% |
$28.3K - $31.6K
|
31K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
698New |
$26.7K - $29.9K
|
698
$29.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
679+ 8.1% |
$26K - $29.1K
|
9.06K
$386K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
650+ 11.91% |
$24.9K - $27.8K
|
6.11K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
613+ 0.09% |
$23.4K - $26.2K
|
665K
$28.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
613+ 5.25% |
$23.4K - $26.2K
|
12.3K
$524K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
583+ 1821.88% |
$22.3K - $25K
|
615
$26.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
559New |
$21.4K - $23.9K
|
559
$23.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
419New |
$16K - $17.9K
|
419
$17.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
395+ 1.74% |
$15.1K - $16.9K
|
23.1K
$986K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
384+ 10.4% |
$14.7K - $16.4K
|
4.08K
$174K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
361New |
$13.8K - $15.5K
|
361
$15.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
361New |
$13.8K - $15.5K
|
361
$15.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
315+ 1.83% |
$12K - $13.5K
|
17.5K
$746K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
301+ 1.11% |
$11.5K - $12.9K
|
27.3K
$1.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
298+ 0.73% |
$11.4K - $12.8K
|
41.3K
$1.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
277+ 4.21% |
$10.6K - $11.9K
|
6.86K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
275+ 26.62% |
$10.5K - $11.8K
|
1.31K
$55.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
274+ 141.24% |
$10.5K - $11.7K
|
468
$19.9K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
274+ 141.24% |
$10.5K - $11.7K
|
468
$19.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
251+ 0.14% |
$9.6K - $10.7K
|
174K
$7.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
213+ 0.8% |
$8.15K - $9.12K
|
27K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
211New |
$8.07K - $9.04K
|
211
$8.99K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
157+ 0.25% |
$6K - $6.72K
|
64.2K
$2.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
148+ 2.3% |
$5.66K - $6.34K
|
6.59K
$281K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
120+ 1.09% |
$4.59K - $5.14K
|
11.1K
$475K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.62% |
$4.51K - $5.05K
|
7.4K
$315K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
110+ 1.2% |
$4.21K - $4.71K
|
9.25K
$394K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 84.75% |
$3.82K - $4.28K
|
218
$9.29K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
99+ 2.65% |
$3.79K - $4.24K
|
3.83K
$163K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84+ 2.07% |
$3.21K - $3.6K
|
4.14K
$176K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
79+ 23.72% |
$3.02K - $3.38K
|
412
$17.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$2.68K - $3K
|
70
$2.98K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
57+ 114.0% |
$2.18K - $2.44K
|
107
$4.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56+ 0.56% |
$2.14K - $2.4K
|
10K
$428K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
56+ 0.39% |
$2.14K - $2.4K
|
14.5K
$618K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
52+ 0.65% |
$1.99K - $2.23K
|
8.11K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.81% |
$1.91K - $2.14K
|
6.23K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
38+ 76.0% |
$1.45K - $1.63K
|
88
$3.75K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30New |
$1.15K - $1.28K
|
30
$1.28K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 1.18% |
$574 - $642
|
1.28K
$54.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 3.2% |
$535 - $599
|
451
$19.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 0.33% |
$459 - $514
|
3.68K
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.08% |
$382 - $428
|
11.8K
$505K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 40.0% |
$306 - $343
|
28
$1.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$268 - $300
|
6.05K
$258K
|