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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-499- 8.08% |
$20.5K - $22.9K
|
5.68K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 7.15% |
$20.5K - $23K
|
6.49K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-500- 9.01% |
$20.5K - $23K
|
5.05K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-538- 8.78% |
$22.1K - $24.7K
|
5.59K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-587- 4.3% |
$24.1K - $27K
|
13.1K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-598- 3.27% |
$24.6K - $27.5K
|
17.7K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-679- 92.76% |
$27.9K - $31.2K
|
53
$2.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-701- 1.09% |
$28.8K - $32.2K
|
63.6K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-713- 2.09% |
$29.3K - $32.8K
|
33.4K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-721- 0.85% |
$29.6K - $33.1K
|
84.3K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-723- 7.26% |
$29.7K - $33.2K
|
9.23K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-767- 1.69% |
$31.5K - $35.2K
|
44.6K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-784- 6.21% |
$32.2K - $36K
|
11.8K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-801- 12.85% |
$32.9K - $36.8K
|
5.43K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-811- 34.63% |
$33.3K - $37.3K
|
1.53K
$66.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-853- 2.7% |
$35K - $39.2K
|
30.7K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-993- 4.27% |
$40.8K - $45.6K
|
22.3K
$964K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-996- 6.18% |
$40.9K - $45.8K
|
15.1K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-998- 8.43% |
$41K - $45.8K
|
10.8K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.02K- 31.74% |
$42K - $47K
|
2.2K
$95.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 7.26% |
$42.5K - $47.5K
|
13.2K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 6.29% |
$47.2K - $52.7K
|
17.1K
$740K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 5.66% |
$47.6K - $53.2K
|
19.3K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.19K- 2.06% |
$48.9K - $54.6K
|
56.6K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.22K- 1.27% |
$50K - $55.9K
|
94.7K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.27K- 2.17% |
$52.1K - $58.2K
|
57.2K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 4.94% |
$52.1K - $58.3K
|
24.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 0.3% |
$54.2K - $60.6K
|
441K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 21.32% |
$56.8K - $63.5K
|
5.1K
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$57K - $63.7K
|
58.3K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 7.37% |
$57.7K - $64.5K
|
17.6K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.5K- 7.3% |
$61.6K - $68.9K
|
19K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.79% |
$62.4K - $69.7K
|
52.8K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.94% |
$64.7K - $72.4K
|
52K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.59K- 9.76% |
$65.4K - $73.1K
|
14.7K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.71K- 7.75% |
$70.2K - $78.5K
|
20.3K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 6.06% |
$70.8K - $79.2K
|
26.7K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.73K- 2.59% |
$71.3K - $79.7K
|
65.3K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.83K- 3.57% |
$75.2K - $84.1K
|
49.4K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.87K- 7.21% |
$76.9K - $86K
|
24.1K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.89K- 0.85% |
$77.6K - $86.7K
|
220K
$9.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2K- 9.22% |
$82.2K - $91.9K
|
19.7K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.08K- 2.24% |
$85.3K - $95.4K
|
90.8K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.13K- 4.22% |
$87.4K - $97.7K
|
48.3K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.32K- 10.91% |
$95.4K - $107K
|
18.9K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.46K- 1.24% |
$101K - $113K
|
195K
$8.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 9.25% |
$105K - $118K
|
25.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 0.26% |
$107K - $120K
|
992K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 1.42% |
$110K - $123K
|
185K
$8.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.85K- 4.75% |
$117K - $131K
|
57.1K
$2.47M
|