Purchases and Sales Made in Q4 2023 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 2023. 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 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8.94K+ 19.73% |
$277K - $345K
|
54.3K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.98K+ 3.9% |
$247K - $308K
|
213K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.56K+ 3.61% |
$234K - $292K
|
217K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.55K+ 136.7% |
$234K - $292K
|
13.1K
$543K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
7.38KNew |
$228K - $285K
|
7.38K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
7.37K+ 20.13% |
$228K - $284K
|
44K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.36KNew |
$228K - $284K
|
7.36K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.87K+ 56.6% |
$213K - $265K
|
19K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.51K+ 15.55% |
$202K - $251K
|
48.4K
$2.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$199K - $248K
|
6.44K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6.41K+ 1.88% |
$198K - $247K
|
348K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.26K+ 12.76% |
$194K - $242K
|
55.3K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.19KNew |
$192K - $239K
|
6.19K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.12KNew |
$189K - $236K
|
6.12K
$254K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.98K+ 5.79% |
$185K - $231K
|
109K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.93K+ 6.34% |
$184K - $229K
|
99.5K
$4.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.85KNew |
$181K - $226K
|
5.85K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.75KNew |
$178K - $222K
|
5.75K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.61KNew |
$174K - $216K
|
5.61K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.58KNew |
$173K - $215K
|
5.58K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 28.08% |
$172K - $214K
|
25.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.43KNew |
$168K - $210K
|
5.43K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
5.38KNew |
$166K - $207K
|
5.38K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5.32KNew |
$165K - $205K
|
5.32K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.28KNew |
$164K - $204K
|
5.28K
$220K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.27KNew |
$163K - $203K
|
5.27K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.2K+ 77.97% |
$161K - $201K
|
11.9K
$493K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.13KNew |
$159K - $198K
|
5.13K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.06K+ 3.42% |
$157K - $195K
|
153K
$6.36M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.99K+ 6.63% |
$154K - $193K
|
80.2K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.95K+ 59.26% |
$153K - $191K
|
13.3K
$552K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.59KNew |
$142K - $177K
|
4.59K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.97K+ 3.95% |
$123K - $153K
|
104K
$4.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.44K+ 10.31% |
$106K - $133K
|
36.8K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.34K+ 21.81% |
$103K - $129K
|
18.7K
$775K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.29K+ 7.03% |
$102K - $127K
|
50.2K
$2.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.28KNew |
$102K - $127K
|
3.28K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 28.0% |
$98.7K - $123K
|
14.6K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.09K+ 12.0% |
$95.5K - $119K
|
28.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.85K+ 0.31% |
$88.3K - $110K
|
924K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.83K+ 25.15% |
$87.6K - $109K
|
14.1K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 13.88% |
$87.5K - $109K
|
23.2K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.54K+ 9.94% |
$78.6K - $97.9K
|
28.1K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.53K+ 28.17% |
$78.3K - $97.6K
|
11.5K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.44K+ 183.94% |
$75.5K - $94.1K
|
3.77K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.37K+ 171.52% |
$73.3K - $91.3K
|
3.75K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.26K+ 7.77% |
$69.8K - $87.1K
|
31.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 11.9% |
$69.8K - $87K
|
21.2K
$880K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.2K+ 5.87% |
$68.1K - $84.9K
|
39.7K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.19K+ 2.7% |
$67.9K - $84.6K
|
83.4K
$3.47M
|