Presilium Private Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Presilium Private Wealth, LLC

  • $435 Billion
  • Q4 2024

A detailed history of Presilium Private Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 9,110 shares of ESML stock, worth $351,099. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,110
Previous 8,620 5.68%
Holding current value
$351,099
Previous $360 Million 6.27%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$41.09 - $45.94 $20,134 - $22,510
490 Added 5.68%
9,110 $383 Million
Q3 2024

Oct 03, 2024
SELL
$38.03 - $42.06 $8,746 - $9,673
-230 Reduced 2.6%
8,620 $360 Million
Q2 2024

Jul 15, 2024
BUY
$36.99 - $39.96 $15,535 - $16,783
420 Added 4.98%
8,850 $341 Million
Q1 2024

May 01, 2024
SELL
$36.33 - $40.27 $12,824 - $14,215
-353 Reduced 4.02%
8,430 $339 Million
Q4 2023

Jan 10, 2024
SELL
$30.96 - $38.59 $2,631 - $3,280
-85 Reduced 0.96%
8,783 $334 Million
Q3 2023

Oct 10, 2023
BUY
$33.21 - $37.37 $294,506 - $331,397
8,868 New
8,868 $298 Million

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Presilium Private Wealth, LLC Portfolio

Follow Presilium Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Presilium Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Presilium Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email