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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.15K+ 3.76% |
$66.4K - $82.8K
|
59.2K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.13K+ 1.78% |
$65.8K - $82K
|
122K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.99KNew |
$61.7K - $76.9K
|
1.99K
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.89K+ 2.69% |
$58.4K - $72.8K
|
72K
$2.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 7.05% |
$57.5K - $71.6K
|
28.2K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.8K+ 93.2% |
$55.6K - $69.3K
|
3.72K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 26.23% |
$53.4K - $66.6K
|
8.31K
$345K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$49.1K - $61.2K
|
1.59K
$65.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.57K+ 18.05% |
$48.6K - $60.6K
|
10.3K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.47KNew |
$45.6K - $56.8K
|
1.47K
$61.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 2.53% |
$42.3K - $52.7K
|
55.4K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
1.33K+ 26.88% |
$41.1K - $51.3K
|
6.27K
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 19.03% |
$41K - $51.1K
|
8.28K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.31K+ 0.42% |
$40.5K - $50.5K
|
311K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.27K+ 7.85% |
$39.2K - $48.9K
|
17.4K
$723K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.21K+ 1.74% |
$37.4K - $46.6K
|
70.4K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.15K+ 0.75% |
$35.5K - $44.3K
|
154K
$6.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$33.5K - $41.8K
|
1.08K
$45K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.07K+ 6.79% |
$33K - $41.2K
|
16.8K
$698K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.05K+ 3.67% |
$32.4K - $40.4K
|
29.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
930+ 2.63% |
$28.8K - $35.9K
|
36.3K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
898New |
$27.8K - $34.7K
|
898
$37.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
797+ 1.77% |
$24.7K - $30.8K
|
45.9K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
730+ 7.15% |
$22.6K - $28.2K
|
10.9K
$454K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
717New |
$22.2K - $27.7K
|
717
$29.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
685+ 0.54% |
$21.2K - $26.4K
|
128K
$5.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
662+ 2.89% |
$20.5K - $25.5K
|
23.6K
$980K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
654+ 5.6% |
$20.2K - $25.2K
|
12.3K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
614+ 3.64% |
$19K - $23.7K
|
17.5K
$726K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
610+ 4.05% |
$18.9K - $23.5K
|
15.7K
$652K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
609New |
$18.9K - $23.5K
|
609
$25.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
555+ 4.49% |
$17.2K - $21.4K
|
12.9K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
549+ 3.79% |
$17K - $21.2K
|
15K
$625K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
548+ 8.94% |
$17K - $21.1K
|
6.68K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
532New |
$16.5K - $20.5K
|
532
$22.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
509+ 2.23% |
$15.8K - $19.6K
|
23.4K
$970K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
505+ 134.31% |
$15.6K - $19.5K
|
881
$36.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$15.4K - $19.1K
|
496
$20.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
492+ 3.66% |
$15.2K - $19K
|
13.9K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
427+ 7.16% |
$13.2K - $16.5K
|
6.39K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
404+ 5.23% |
$12.5K - $15.6K
|
8.14K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397New |
$12.3K - $15.3K
|
397
$16.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
387+ 26.91% |
$12K - $14.9K
|
1.83K
$75.8K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
346+ 45.71% |
$10.7K - $13.4K
|
1.1K
$45.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
310+ 2.02% |
$9.6K - $12K
|
15.7K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
298+ 7.96% |
$9.23K - $11.5K
|
4.04K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
297+ 2.58% |
$9.2K - $11.5K
|
11.8K
$491K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
294+ 5.18% |
$9.1K - $11.3K
|
5.97K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
289+ 0.6% |
$8.95K - $11.2K
|
48.3K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288New |
$8.92K - $11.1K
|
288
$12K
|