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 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 0.03% |
$310 - $353
|
36.7K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 5.66% |
$372 - $423
|
200
$8.31K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-14- 0.21% |
$434 - $494
|
6.71K
$279K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17- 9.09% |
$528 - $599
|
170
$7.06K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-25- 41.67% |
$776 - $882
|
35
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 4.24% |
$807 - $917
|
587
$24.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-32- 0.21% |
$993 - $1.13K
|
15.3K
$638K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 0.18% |
$1.02K - $1.16K
|
17.8K
$741K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-40- 1.39% |
$1.24K - $1.41K
|
2.85K
$118K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-49- 0.52% |
$1.52K - $1.73K
|
9.36K
$389K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$2.33K - $2.64K
|
27.1K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 2.68% |
$2.76K - $3.14K
|
3.24K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-101- 14.29% |
$3.13K - $3.56K
|
606
$25.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-145- 2.32% |
$4.5K - $5.11K
|
6.1K
$253K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-152- 0.47% |
$4.72K - $5.36K
|
32.2K
$1.34M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-193- 1.15% |
$5.99K - $6.81K
|
16.6K
$689K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-199- 1.75% |
$6.17K - $7.02K
|
11.2K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-205- 0.97% |
$6.36K - $7.23K
|
20.8K
$865K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-226- 3.09% |
$7.01K - $7.97K
|
7.08K
$294K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-240- 1.86% |
$7.45K - $8.46K
|
12.6K
$525K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-271- 2.53% |
$8.41K - $9.56K
|
10.5K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-302- 4.48% |
$9.37K - $10.6K
|
6.43K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-345- 2.02% |
$10.7K - $12.2K
|
16.7K
$695K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-347- 2.37% |
$10.8K - $12.2K
|
14.3K
$594K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-391- 2.86% |
$12.1K - $13.8K
|
13.3K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-420- 1.99% |
$13K - $14.8K
|
20.7K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-459- 3.17% |
$14.2K - $16.2K
|
14K
$583K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-500- 6.95% |
$15.5K - $17.6K
|
6.69K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-512- 9.99% |
$15.9K - $18.1K
|
4.61K
$192K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-515- 59.68% |
$16K - $18.2K
|
348
$14.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-540- 5.73% |
$16.8K - $19K
|
8.89K
$369K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-542- 6.65% |
$16.8K - $19.1K
|
7.61K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-565- 7.08% |
$17.5K - $19.9K
|
7.41K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-595- 8.48% |
$18.5K - $21K
|
6.42K
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-698- 2.59% |
$21.7K - $24.6K
|
26.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-713- 10.21% |
$22.1K - $25.1K
|
6.27K
$261K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-718- 0.87% |
$22.3K - $25.3K
|
82K
$3.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-818- 1.06% |
$25.4K - $28.8K
|
76.3K
$3.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-821- 2.68% |
$25.5K - $28.9K
|
29.8K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-884- 4.94% |
$27.4K - $31.2K
|
17K
$707K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 16.69% |
$31.1K - $35.3K
|
5K
$208K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 12.04% |
$32.2K - $36.6K
|
7.58K
$315K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.04K- 33.58% |
$32.2K - $36.6K
|
2.06K
$85.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.1K- 7.87% |
$34.1K - $38.7K
|
12.8K
$534K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 8.83% |
$34.9K - $39.7K
|
11.6K
$482K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.14K- 9.29% |
$35.3K - $40.2K
|
11.1K
$462K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.3K- 2.39% |
$40.4K - $45.9K
|
53.3K
$2.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.31K- 2.39% |
$40.6K - $46.2K
|
53.3K
$2.22M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.32K- 10.89% |
$41.1K - $46.6K
|
10.8K
$450K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.36K- 11.34% |
$42.2K - $48K
|
10.6K
$442K
|