Purchases and Sales Made in Q4 2024 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 2024. 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 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.47% |
$1.19K - $1.33K
|
6.16K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 2.17% |
$1.31K - $1.47K
|
1.44K
$62.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-40- 0.38% |
$1.64K - $1.84K
|
10.6K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-60- 1.05% |
$2.47K - $2.76K
|
5.67K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.76% |
$3.08K - $3.45K
|
9.76K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-83- 4.82% |
$3.41K - $3.81K
|
1.64K
$70.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-89- 0.61% |
$3.66K - $4.09K
|
14.6K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-94- 1.39% |
$3.86K - $4.32K
|
6.69K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-104- 1.2% |
$4.27K - $4.78K
|
8.59K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 1.06% |
$4.52K - $5.05K
|
10.2K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.01% |
$4.73K - $5.28K
|
3.71K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-118- 1.4% |
$4.85K - $5.42K
|
8.33K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-170- 1.69% |
$6.99K - $7.81K
|
9.88K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-176- 1.78% |
$7.23K - $8.09K
|
9.72K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-191- 22.26% |
$7.85K - $8.77K
|
667
$28.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.15% |
$8.01K - $8.96K
|
126K
$5.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-197- 0.62% |
$8.09K - $9.05K
|
31.5K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-200- 3.16% |
$8.22K - $9.19K
|
6.14K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 24.24% |
$8.22K - $9.19K
|
625
$26.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-216- 0.61% |
$8.88K - $9.92K
|
35.4K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 0.44% |
$9.08K - $10.2K
|
49.6K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-233- 0.9% |
$9.57K - $10.7K
|
25.6K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-236- 2.02% |
$9.7K - $10.8K
|
11.4K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-240- 35.87% |
$9.86K - $11K
|
429
$18.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-279- 3.45% |
$11.5K - $12.8K
|
7.8K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-284- 3.16% |
$11.7K - $13K
|
8.7K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-291- 5.02% |
$12K - $13.4K
|
5.5K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315- 8.74% |
$12.9K - $14.5K
|
3.29K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-354- 0.11% |
$14.5K - $16.3K
|
326K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-356- 57.14% |
$14.6K - $16.4K
|
267
$11.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-384- 6.46% |
$15.8K - $17.6K
|
5.56K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-405- 10.08% |
$16.6K - $18.6K
|
3.61K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-429- 0.88% |
$17.6K - $19.7K
|
48.4K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-443- 5.93% |
$18.2K - $20.4K
|
7.03K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 8.48% |
$18.5K - $20.7K
|
4.86K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-472- 1.12% |
$19.4K - $21.7K
|
41.6K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-478- 1.68% |
$19.6K - $22K
|
28K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-486- 7.16% |
$20K - $22.3K
|
6.31K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 7.15% |
$20.5K - $23K
|
6.49K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-500- 9.01% |
$20.5K - $23K
|
5.05K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-598- 3.27% |
$24.6K - $27.5K
|
17.7K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-701- 1.09% |
$28.8K - $32.2K
|
63.6K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-713- 2.09% |
$29.3K - $32.8K
|
33.4K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 0.85% |
$29.6K - $33.1K
|
84.3K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-723- 7.26% |
$29.7K - $33.2K
|
9.23K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-767- 1.69% |
$31.5K - $35.2K
|
44.6K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-801- 12.85% |
$32.9K - $36.8K
|
5.43K
$234K
|