Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15.1KNew |
$468K - $532K
|
15.1K
$627K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.9KNew |
$462K - $525K
|
14.9K
$619K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.8KNew |
$459K - $522K
|
14.8K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
14.5K+ 4.47% |
$449K - $511K
|
339K
$14.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.4K+ 4.51% |
$417K - $473K
|
311K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.8KNew |
$398K - $453K
|
12.8K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.1K+ 66.95% |
$376K - $427K
|
30.2K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.1KNew |
$343K - $390K
|
11.1K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 41.16% |
$336K - $382K
|
37.2K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.8K+ 132.19% |
$334K - $379K
|
18.9K
$785K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.7KNew |
$332K - $377K
|
10.7K
$444K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 4.88% |
$322K - $366K
|
223K
$9.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.96K+ 22.84% |
$309K - $351K
|
53.6K
$2.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
9.87K+ 20.23% |
$306K - $348K
|
58.7K
$2.44M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.69K+ 22.31% |
$301K - $342K
|
53.1K
$2.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.5K+ 21.35% |
$295K - $335K
|
54K
$2.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.63K+ 31.34% |
$268K - $304K
|
36.1K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.55KNew |
$265K - $302K
|
8.55K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.54K+ 28.58% |
$265K - $301K
|
38.4K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
8.16KNew |
$253K - $288K
|
8.16K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.08K+ 0.98% |
$251K - $285K
|
835K
$34.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.8KNew |
$242K - $275K
|
7.8K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.7K+ 30.61% |
$239K - $271K
|
32.8K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
7.67KNew |
$238K - $270K
|
7.67K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
7.52KNew |
$233K - $265K
|
7.52K
$312K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.45K+ 6.68% |
$231K - $263K
|
119K
$4.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7.44K+ 17.67% |
$231K - $262K
|
49.5K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.39KNew |
$229K - $260K
|
7.39K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.35K+ 6.68% |
$228K - $259K
|
117K
$4.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.04KNew |
$218K - $248K
|
7.04K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.98K+ 99.6% |
$217K - $246K
|
14K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.64KNew |
$206K - $234K
|
6.64K
$276K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.5KNew |
$202K - $229K
|
6.5K
$270K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
6.39K+ 16.24% |
$198K - $225K
|
45.7K
$1.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6.19KNew |
$192K - $218K
|
6.19K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
6.18KNew |
$192K - $218K
|
6.18K
$257K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.15KNew |
$191K - $217K
|
6.15K
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
6.14KNew |
$190K - $216K
|
6.14K
$255K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.13KNew |
$190K - $216K
|
6.13K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$189K - $215K
|
6.09K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.07K+ 16.86% |
$188K - $214K
|
42.1K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
5.57K+ 22.61% |
$173K - $196K
|
30.2K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.23K+ 5.15% |
$162K - $185K
|
107K
$4.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.9K+ 19.18% |
$152K - $173K
|
30.4K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.82K+ 12.95% |
$149K - $170K
|
42K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.59K+ 3.03% |
$143K - $162K
|
156K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.54KNew |
$141K - $160K
|
4.54K
$189K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.51K+ 16.17% |
$140K - $159K
|
32.4K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.4KNew |
$136K - $155K
|
4.4K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.14KNew |
$129K - $146K
|
4.14K
$172K
|