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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.36% |
$38.2 - $42.8
|
276
$11.5K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.46% |
$38.2 - $42.8
|
217
$9.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-20- 0.28% |
$765 - $856
|
7.08K
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-61Closed |
$2.33K - $2.61K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 10.41% |
$3.82K - $4.28K
|
861
$35.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 8.12% |
$5.74K - $6.42K
|
1.7K
$70.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-160Closed |
$6.12K - $6.85K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-203- 29.94% |
$7.76K - $8.69K
|
475
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-249- 1.32% |
$9.52K - $10.7K
|
18.6K
$773K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-265- 0.81% |
$10.1K - $11.3K
|
32.3K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-351- 3.11% |
$13.4K - $15K
|
10.9K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-373- 2.4% |
$14.3K - $16K
|
15.2K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-392- 3.59% |
$15K - $16.8K
|
10.5K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-435- 2.36% |
$16.6K - $18.6K
|
18K
$747K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-457- 2.12% |
$17.5K - $19.6K
|
21.1K
$875K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-466Closed |
$17.8K - $20K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-518- 1.03% |
$19.8K - $22.2K
|
49.7K
$2.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-611- 4.27% |
$23.4K - $26.2K
|
13.7K
$569K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-634- 21.31% |
$24.2K - $27.1K
|
2.34K
$97.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-914- 11.79% |
$35K - $39.1K
|
6.84K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.67KClosed |
$63.7K - $71.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.87K- 1.58% |
$71.7K - $80.2K
|
116K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.95K- 4.42% |
$74.5K - $83.4K
|
42.1K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.66KClosed |
$102K - $114K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.93K- 8.33% |
$112K - $126K
|
32.3K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.13KClosed |
$120K - $134K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-3.16K- 3.77% |
$121K - $135K
|
80.7K
$3.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.22K- 28.71% |
$123K - $138K
|
8.01K
$333K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.49KClosed |
$133K - $149K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.23KClosed |
$162K - $181K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.26K- 20.19% |
$163K - $182K
|
16.8K
$699K
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.62KClosed |
$291K - $326K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-7.94K- 19.12% |
$303K - $340K
|
33.6K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-8.13KClosed |
$311K - $348K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.21KClosed |
$314K - $351K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.3KClosed |
$317K - $355K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.43KClosed |
$322K - $361K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.93K- 45.77% |
$380K - $425K
|
11.8K
$489K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$443K - $496K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.2K- 49.66% |
$618K - $692K
|
16.4K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.6K- 9.19% |
$1.06M - $1.18M
|
273K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.8K- 33.79% |
$1.14M - $1.28M
|
58.5K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-69.9K- 72.28% |
$2.67M - $2.99M
|
26.8K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.1K- 63.43% |
$3.02M - $3.39M
|
45.6K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.9K- 20.44% |
$3.05M - $3.42M
|
311K
$12.9M
|