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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.43K- 5.91% |
$44.5K - $50.5K
|
22.8K
$948K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.67K- 37.35% |
$51.8K - $58.8K
|
2.8K
$116K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.7K- 19.09% |
$52.8K - $59.9K
|
7.21K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.88K- 7.63% |
$58.4K - $66.4K
|
22.8K
$947K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 6.85% |
$60.3K - $68.5K
|
26.4K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.95K- 9.31% |
$60.4K - $68.6K
|
18.9K
$787K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.05K- 4.85% |
$63.5K - $72.1K
|
40.1K
$1.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-2.27K- 20.9% |
$70.4K - $80K
|
8.58K
$357K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.37K- 2.86% |
$73.7K - $83.7K
|
80.8K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.39K- 14.72% |
$74.1K - $84.2K
|
13.8K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 27.19% |
$81.1K - $92.2K
|
7K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.62K- 7.89% |
$81.4K - $92.5K
|
30.6K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.63K- 6.55% |
$81.6K - $92.7K
|
37.5K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.7K- 16.82% |
$83.7K - $95.1K
|
13.3K
$554K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 5.46% |
$85.7K - $97.4K
|
47.8K
$1.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 21.74% |
$87.1K - $99K
|
10.1K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 3.44% |
$88.6K - $101K
|
80.3K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.9K- 4.93% |
$90K - $102K
|
56K
$2.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.99K- 15.66% |
$92.9K - $106K
|
16.1K
$670K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.19K- 1.75% |
$99K - $112K
|
179K
$7.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.31K- 8.87% |
$103K - $117K
|
33.9K
$1.41M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.31K- 10.49% |
$103K - $117K
|
28.3K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.53K- 19.72% |
$110K - $124K
|
14.4K
$597K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.56K- 7.45% |
$111K - $126K
|
44.3K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.57K- 3.57% |
$111K - $126K
|
96.5K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.59K- 23.73% |
$111K - $127K
|
11.6K
$480K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.94K- 9.29% |
$122K - $139K
|
38.4K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 76.56% |
$123K - $140K
|
1.22K
$50.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.14K- 37.05% |
$128K - $146K
|
7.04K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.43K- 26.65% |
$137K - $156K
|
12.2K
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.46K- 26.67% |
$138K - $157K
|
12.3K
$510K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.71K- 0.96% |
$146K - $166K
|
483K
$20.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.83K- 78.46% |
$150K - $170K
|
1.33K
$55.1K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-5.15K- 7.6% |
$160K - $182K
|
62.6K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.39K- 1.11% |
$167K - $190K
|
480K
$20M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.53K- 41.04% |
$172K - $195K
|
7.94K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.56K- 15.24% |
$172K - $196K
|
30.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.02K- 34.3% |
$187K - $212K
|
11.5K
$479K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.08K- 6.6% |
$189K - $214K
|
86K
$3.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.36K- 13.01% |
$197K - $224K
|
42.6K
$1.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.48K- 7.75% |
$201K - $228K
|
77.1K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.58K- 8.38% |
$204K - $232K
|
71.9K
$2.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.68K- 2.99% |
$207K - $236K
|
217K
$9.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.15K- 5.54% |
$222K - $252K
|
122K
$5.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.11K- 23.45% |
$252K - $286K
|
26.5K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-8.12K- 24.03% |
$252K - $286K
|
25.7K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.69K- 57.06% |
$301K - $342K
|
7.29K
$303K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-9.86K- 56.22% |
$306K - $348K
|
7.68K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.9K- 2.14% |
$338K - $384K
|
497K
$20.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 22.16% |
$348K - $395K
|
39.3K
$1.63M
|