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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.13K- 37.23% |
$129K - $144K
|
5.28K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.16K- 0.92% |
$130K - $145K
|
341K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.32K- 2.59% |
$136K - $153K
|
125K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.52K- 3.68% |
$144K - $161K
|
92.1K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.35K- 5.91% |
$179K - $200K
|
69.2K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.48K- 16.98% |
$184K - $206K
|
21.9K
$947K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.58K- 7.36% |
$188K - $211K
|
57.7K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.91K- 9.71% |
$202K - $226K
|
45.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.16K- 8.47% |
$212K - $237K
|
55.7K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-5.26K- 11.78% |
$216K - $242K
|
39.4K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-6.07K- 5.32% |
$249K - $279K
|
108K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 3.88% |
$281K - $314K
|
169K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.92K- 12.75% |
$284K - $318K
|
47.3K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.61K- 11.48% |
$313K - $350K
|
58.7K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.2K- 99.96% |
$502K - $561K
|
5
$216
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-13K- 21.83% |
$534K - $598K
|
46.6K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.7K- 3.47% |
$563K - $629K
|
381K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-14.2K- 22.3% |
$584K - $652K
|
49.5K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16K- 60.71% |
$659K - $737K
|
10.4K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.8K- 12.77% |
$774K - $865K
|
129K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 33.06% |
$889K - $994K
|
43.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.5K- 38.58% |
$926K - $1.04M
|
35.9K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.6K- 69.03% |
$1.05M - $1.18M
|
11.5K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.9K- 19.25% |
$1.68M - $1.88M
|
172K
$7.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.2K- 88.74% |
$2.02M - $2.26M
|
6.24K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-63.9K- 25.17% |
$2.62M - $2.93M
|
190K
$8.22M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-74.2K- 10.02% |
$3.05M - $3.41M
|
666K
$28.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-658K- 32.86% |
$27M - $30.2M
|
1.34M
$58.1M
|