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 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-12.2K- 6.85% |
$380K - $432K
|
166K
$6.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 40.57% |
$411K - $467K
|
19.4K
$807K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-15K- 16.13% |
$465K - $529K
|
78K
$3.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 9.46% |
$497K - $565K
|
153K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 8.08% |
$532K - $605K
|
195K
$8.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-21.4K- 18.16% |
$663K - $753K
|
96.3K
$4M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.4K- 7.61% |
$664K - $754K
|
260K
$10.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.5K- 10.67% |
$885K - $1.01M
|
239K
$9.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-31.7K- 72.57% |
$985K - $1.12M
|
12K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-32.6K- 94.4% |
$1.01M - $1.15M
|
1.94K
$80.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-36.1K- 20.73% |
$1.12M - $1.27M
|
138K
$5.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.4K- 11.03% |
$1.5M - $1.71M
|
391K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-66K- 63.76% |
$2.05M - $2.33M
|
37.5K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-121K- 58.14% |
$3.76M - $4.28M
|
87.3K
$3.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-129K- 22.57% |
$4M - $4.55M
|
443K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-178K- 26.13% |
$5.53M - $6.29M
|
504K
$20.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-446K- 10.25% |
$13.8M - $15.7M
|
3.9M
$162M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-861K- 96.96% |
$26.7M - $30.3M
|
27K
$1.12M
|