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 10, 2024 Q4 2023
Stewardship Advisors, LLC

SELL
 -
-10
- 0.02%
$310 - $386
56.4K $2.35M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-30
- 0.05%
$929 - $1.16K
60.6K $2.52M
Jan 12, 2024 Q4 2023
Topel & Distasi Wealth Management, LLC

SELL
 -
-31
- 0.14%
$960 - $1.2K
22.8K $949K
Feb 08, 2024 Q4 2023
1 St Source Bank

SELL
 -
-36
- 0.43%
$1.11K - $1.39K
8.43K $350K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-45
- 0.15%
$1.39K - $1.74K
30.4K $1.26M
Jan 18, 2024 Q4 2023
Johnson Bixby & Associates, LLC

SELL
 -
-46
- 0.5%
$1.42K - $1.78K
9.07K $377K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-49
- 21.59%
$1.52K - $1.89K
178 $7.4K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-55
- 9.21%
$1.7K - $2.12K
542 $22.5K
Feb 21, 2024 Q4 2023
American Trust

Lexington, KY
SELL
 -
-56
- 0.61%
$1.73K - $2.16K
9.17K $381K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-69
- 54.33%
$2.14K - $2.66K
58 $2.41K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-74
- 12.69%
$2.29K - $2.86K
509 $21.1K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-83
- 2.7%
$2.57K - $3.2K
2.99K $124K
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

SELL
 -
-85
- 0.6%
$2.63K - $3.28K
14K $582K
Jan 10, 2024 Q4 2023
Presilium Private Wealth, LLC

Radnor, PA
SELL
 -
-85
- 0.96%
$2.63K - $3.28K
8.78K $365K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-104
- 11.22%
$3.22K - $4.01K
823 $34.2K
Feb 05, 2024 Q4 2023
Brandywine Oak Private Wealth LLC

SELL
 -
-125
- 1.22%
$3.87K - $4.82K
10.1K $421K
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-142
- 0.66%
$4.4K - $5.48K
21.5K $893K
Feb 14, 2024 Q4 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-150
- 1.48%
$4.64K - $5.79K
10K $416K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

SELL
 -
-152
- 0.92%
$4.71K - $5.87K
16.4K $681K
Jan 08, 2024 Q4 2023
Diversified Trust CO

SELL
 -
-200
- 0.99%
$6.19K - $7.72K
19.9K $829K
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-203
- 3.46%
$6.28K - $7.83K
5.66K $235K
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-208
Closed
$6.44K - $8.03K
0 $0
Jan 10, 2024 Q4 2023
Long Run Wealth Advisors, LLC

SELL
 -
-219
- 0.94%
$6.78K - $8.45K
23.1K $961K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-233
- 0.39%
$7.21K - $8.99K
60.1K $2.5M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-233
Closed
$7.21K - $8.99K
0 $0
Feb 14, 2024 Q4 2023
Aufman Associates Inc

Sewickley, PA
SELL
 -
-234
- 1.35%
$7.24K - $9.03K
17.1K $709K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-319
- 11.48%
$9.88K - $12.3K
2.46K $102K
Jan 26, 2024 Q4 2023
Prairie View Partners, LLC

SELL
 -
-332
- 4.16%
$10.3K - $12.8K
7.65K $318K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
SELL
 -
-355
- 1.49%
$11K - $13.7K
23.5K $975K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-364
- 2.54%
$11.3K - $14K
14K $580K
Jan 11, 2024 Q4 2023
West Coast Financial LLC

SELL
 -
-373
- 4.38%
$11.5K - $14.4K
8.15K $339K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-387
- 2.15%
$12K - $14.9K
17.6K $731K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-425
- 0.58%
$13.2K - $16.4K
72.3K $3M
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-456
- 19.06%
$14.1K - $17.6K
1.94K $80.4K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-462
- 26.18%
$14.3K - $17.8K
1.3K $54.1K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-480
- 43.09%
$14.9K - $18.5K
634 $26.3K
Jan 10, 2024 Q4 2023
Bond & Devick Financial Network, Inc.

SELL
 -
-487
- 3.07%
$15.1K - $18.8K
15.4K $639K
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
SELL
 -
-493
- 2.86%
$15.3K - $19K
16.7K $696K
Jan 26, 2024 Q4 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-503
- 2.8%
$15.6K - $19.4K
17.5K $727K
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
SELL
 -
-531
- 0.59%
$16.4K - $20.5K
89.2K $3.71M
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-534
- 96.22%
$16.5K - $20.6K
21 $873
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-536
- 82.97%
$16.6K - $20.7K
110 $4.57K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-573
- 1.21%
$17.7K - $22.1K
46.7K $1.94M
Jan 05, 2024 Q4 2023
Apella Capital, LLC

SELL
 -
-606
- 1.22%
$18.8K - $23.4K
49K $2.04M
Jan 04, 2024 Q4 2023
Riverwater Partners LLC

SELL
 -
-616
- 5.61%
$19.1K - $23.8K
10.4K $430K
Jan 23, 2024 Q4 2023
Planning Alternatives LTD

SELL
 -
-619
- 3.1%
$19.2K - $23.9K
19.4K $805K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

SELL
 -
-622
- 0.13%
$19.3K - $24K
487K $20.2M
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-627
- 3.35%
$19.4K - $24.2K
18.1K $751K
Jan 24, 2024 Q4 2023
Northland Capital Management LLC

SELL
 -
-683
- 3.89%
$21.1K - $26.4K
16.9K $701K

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