Purchases and Sales Made in Q4 2022 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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 13, 2023 Q4 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
3.95K
+ 5.75%
$123K - $139K
72.7K $3.02M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
3.74K
New
$116K - $132K
3.74K $155K
Feb 03, 2023 Q4 2022
Wells Financial Advisors Inc

BUY
 -
3.68K
+ 82.83%
$114K - $130K
8.12K $338K
Feb 13, 2023 Q4 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
3.54K
+ 4.33%
$110K - $125K
85.2K $3.54M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
3.53K
New
$110K - $125K
3.53K $147K
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
3.51K
+ 32.98%
$109K - $124K
14.2K $589K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3.46K
New
$107K - $122K
3.46K $144K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.43K
+ 6.86%
$106K - $121K
53.4K $2.22M
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
3.27K
+ 76.22%
$101K - $115K
7.56K $314K
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
3.11K
+ 36.04%
$96.4K - $110K
11.7K $487K
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
2.95K
+ 20.16%
$91.4K - $104K
17.6K $729K
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

BUY
 -
2.9K
+ 15.78%
$89.9K - $102K
21.2K $883K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
2.67K
+ 7.87%
$82.9K - $94.1K
36.6K $1.52M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.53K
+ 4.73%
$78.5K - $89.2K
56K $2.33M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
2.43K
+ 15.23%
$75.3K - $85.5K
18.4K $762K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
2.36K
New
$73.3K - $83.2K
2.36K $98.1K
Jan 26, 2023 Q4 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.35K
+ 9.81%
$72.9K - $82.9K
26.3K $1.09M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.32K
+ 4.01%
$72.1K - $81.9K
60.3K $2.51M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.16K
+ 13.18%
$67K - $76.2K
18.5K $771K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
2.13K
+ 11.5%
$66.1K - $75.1K
20.6K $858K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.09K
+ 15.2%
$64.9K - $73.8K
15.9K $659K
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
2.08K
New
$64.5K - $73.3K
2.08K $86.4K
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
1.94K
+ 19.9%
$60.1K - $68.3K
11.7K $485K
Feb 13, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
1.87K
+ 8.58%
$58.1K - $66K
23.7K $984K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.85K
+ 22.67%
$57.5K - $65.3K
10K $416K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.84K
+ 27.54%
$57.1K - $64.8K
8.52K $354K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
1.8K
New
$55.9K - $63.5K
1.8K $74.8K
Feb 10, 2023 Q4 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.79K
+ 1.63%
$55.5K - $63.1K
112K $4.64M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
1.77K
+ 100.0%
$54.9K - $62.4K
3.54K $147K
Feb 02, 2023 Q4 2022
Hilltop Wealth Advisors, LLC

BUY
 -
1.75K
+ 7.52%
$54.4K - $61.8K
25.1K $1.04M
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
1.7K
New
$52.8K - $59.9K
1.7K $70.6K
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
1.7K
+ 16.17%
$52.6K - $59.8K
12.2K $506K
Feb 13, 2023 Q4 2022
Fortis Capital Management LLC

BUY
 -
1.63K
+ 16.42%
$50.6K - $57.5K
11.6K $480K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.56K
+ 7.52%
$48.3K - $54.8K
22.2K $923K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
1.47K
+ 11.88%
$45.5K - $51.7K
13.8K $574K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.45K
+ 33.28%
$44.8K - $51K
5.79K $240K
Jan 17, 2023 Q4 2022
Bond & Devick Financial Network, Inc.

BUY
 -
1.31K
+ 9.05%
$40.6K - $46.2K
15.8K $655K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.29K
+ 15.39%
$40.1K - $45.6K
9.69K $402K
Jan 17, 2023 Q4 2022
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
1.1K
+ 7.14%
$34.1K - $38.8K
16.5K $686K
Feb 14, 2023 Q4 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.04K
+ 7.39%
$32.1K - $36.5K
15.1K $626K
Feb 14, 2023 Q4 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
980
+ 1.49%
$30.4K - $34.6K
66.7K $2.77M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
898
+ 9.68%
$27.9K - $31.7K
10.2K $423K
Feb 02, 2023 Q4 2022
Spinnaker Trust

BUY
 -
859
+ 2.2%
$26.7K - $30.3K
40K $1.66M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
858
+ 4.6%
$26.6K - $30.3K
19.5K $811K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
836
+ 4.54%
$25.9K - $29.5K
19.2K $799K
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
825
+ 1.35%
$25.6K - $29.1K
62.1K $2.58M
Jan 18, 2023 Q4 2022
Johnson Bixby & Associates, LLC

BUY
 -
781
+ 9.46%
$24.2K - $27.5K
9.04K $376K
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
780
+ 7.21%
$24.2K - $27.5K
11.6K $482K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
763
+ 13.33%
$23.7K - $26.9K
6.49K $270K

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