Purchases and Sales Made in Q4 2023 in Ishares Esg Aware Msci Usa Sma (ESML)

ESML Quotes by TradingView

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 22, 2024 Q4 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
279
+ 1.36%
$8.64K - $10.8K
20.7K $862K
Jan 23, 2024 Q4 2023
Erts Wealth Advisors, LLC

BUY
 -
270
+ 2.79%
$8.36K - $10.4K
9.95K $413K
Jan 31, 2024 Q4 2023
Mokosak Advisory Group, LLC

BUY
 -
262
+ 2.52%
$8.11K - $10.1K
10.7K $443K
Jan 30, 2024 Q4 2023
Investors Research Corp

BUY
 -
261
+ 20.63%
$8.08K - $10.1K
1.53K $63.4K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
242
+ 41.16%
$7.49K - $9.34K
830 $34.5K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
229
+ 0.79%
$7.09K - $8.84K
29.2K $1.21M
Feb 02, 2024 Q4 2023
Spinnaker Trust

BUY
 -
228
+ 2.46%
$7.06K - $8.8K
9.49K $394K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
218
+ 15.1%
$6.75K - $8.41K
1.66K $69.1K
Feb 08, 2024 Q4 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
217
+ 2.34%
$6.72K - $8.37K
9.5K $395K
Feb 13, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
208
+ 0.65%
$6.44K - $8.03K
32K $1.33M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
183
New
$5.67K - $7.06K
183 $7.6K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
176
New
$5.45K - $6.79K
176 $7.31K
Feb 13, 2024 Q4 2023
Sws Partners

BUY
 -
169
+ 2.6%
$5.23K - $6.52K
6.68K $277K
Jan 10, 2024 Q4 2023
Moller Financial Services

BUY
 -
165
+ 2.75%
$5.11K - $6.37K
6.17K $256K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
151
New
$4.67K - $5.83K
151 $6.27K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
146
+ 114.06%
$4.52K - $5.63K
274 $11.4K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
145
+ 1.29%
$4.49K - $5.6K
11.4K $472K
Jan 08, 2024 Q4 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
144
+ 1.12%
$4.46K - $5.56K
13K $542K
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

BUY
 -
143
+ 1.98%
$4.43K - $5.52K
7.36K $306K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
137
+ 2.25%
$4.24K - $5.29K
6.22K $259K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
127
+ 2.14%
$3.93K - $4.9K
6.05K $251K
Jan 02, 2024 Q4 2023
Appleton Partners Inc

BUY
 -
120
+ 1.8%
$3.72K - $4.63K
6.78K $282K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
105
+ 2.51%
$3.25K - $4.05K
4.29K $178K
Feb 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
95
+ 0.52%
$2.94K - $3.67K
18.3K $761K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
94
New
$2.91K - $3.63K
94 $3.91K
Jan 30, 2024 Q4 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
91
+ 0.29%
$2.82K - $3.51K
31.1K $1.29M
Jan 18, 2024 Q4 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
87
+ 1.25%
$2.69K - $3.36K
7.05K $293K
Jan 16, 2024 Q4 2023
Centerpoint Advisors, LLC

BUY
 -
80
+ 133.33%
$2.48K - $3.09K
140 $5.82K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
75
+ 11.81%
$2.32K - $2.89K
710 $29.5K
Jan 19, 2024 Q4 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
61
+ 0.71%
$1.89K - $2.35K
8.69K $361K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
61
+ 0.7%
$1.89K - $2.35K
8.83K $367K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
52
+ 0.83%
$1.61K - $2.01K
6.3K $262K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
51
+ 56.67%
$1.58K - $1.97K
141 $5.86K
Feb 13, 2024 Q4 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
50
+ 0.83%
$1.55K - $1.93K
6.08K $252K
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
40
+ 0.52%
$1.24K - $1.54K
7.69K $319K
Feb 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
39
+ 0.4%
$1.21K - $1.51K
9.77K $406K
Feb 08, 2024 Q4 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
35
+ 0.52%
$1.08K - $1.35K
6.72K $279K
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
32
+ 0.17%
$991 - $1.23K
18.6K $771K
Feb 08, 2024 Q4 2023
Tarbox Family Office, Inc.

BUY
 -
31
+ 0.44%
$960 - $1.2K
7.07K $294K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
29
+ 0.17%
$898 - $1.12K
17.6K $731K
Feb 09, 2024 Q4 2023
Wade Financial Advisory, Inc

BUY
 -
21
+ 0.19%
$650 - $810
11.2K $464K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

BUY
 -
21
+ 0.16%
$650 - $810
13.6K $563K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
20
+ 0.63%
$619 - $772
3.17K $132K
Feb 01, 2024 Q4 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
20
+ 0.25%
$619 - $772
7.95K $330K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
12
+ 0.2%
$372 - $463
6.13K $255K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
7
+ 0.64%
$217 - $270
1.1K $45.9K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
4
+ 0.77%
$124 - $154
522 $21.7K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
4
+ 0.95%
$124 - $154
423 $17.6K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
2
+ 0.55%
$61.9 - $77.2
364 $15.1K

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