Annis Gardner Whiting Capital Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$485 Billion
Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 29,294 shares of ESML stock, worth $1.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

29,294

Previous 29,294 -0.0%

Holding current value

$1.3 Million

Previous $1.21 Billion 9.07%

% of portfolio

0.27%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$33.46 - $41.33 $175,430 - $216,693	5,243 Added 21.8%	29,294 $1.21 Billion
Q1 2025 May 09, 2025	BUY	$37.84 - $44.02 $95,848 - $111,502	2,533 Added 11.77%	24,051 $924 Million
Q3 2024 Nov 14, 2024	BUY	$38.03 - $42.06 $2,928 - $3,238	77 Added 0.36%	21,518 $900 Million
Q1 2024 May 13, 2024	BUY	$36.33 - $40.27 $139,398 - $154,515	3,837 Added 21.8%	21,441 $863 Million
Q4 2023 Feb 09, 2024	BUY	$30.96 - $38.59 $897 - $1,119	29 Added 0.17%	17,604 $669 Million

Q3 2023 Nov 08, 2023	BUY	$33.21 - $37.37 $583,665 - $656,777	17,575 New	17,575 $594 Million

Others Institutions Holding ESML

# of Institutions

449

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Annis Gardner Whiting Capital Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History