Advisor Net Financial, Inc Ishares Esg Aware Msci Usa Sma Transaction History

Advisor Net Financial, Inc

$1.66 Billion
Q3 2025

A detailed history of Advisor Net Financial, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Advisor Net Financial, Inc holds 4,539 shares of ESML stock, worth $201,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,539

Previous 4,497 0.93%

Holding current value

$201,077

Previous $185,000 10.27%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$41.34 - $45.65 $1,736 - $1,917	42 Added 0.93%	4,539 $204,000
Q2 2025 Jul 14, 2025	SELL	$33.46 - $41.33 $39,181 - $48,397	-1,171 Reduced 20.66%	4,497 $185,000
Q1 2025 Apr 07, 2025	BUY	$37.84 - $44.02 $14,568 - $16,947	385 Added 7.29%	5,668 $218,000
Q4 2024 Jan 13, 2025	SELL	$41.09 - $45.94 $128,734 - $143,930	-3,133 Reduced 37.23%	5,283 $222,000
Q3 2024 Oct 15, 2024	BUY	$38.03 - $42.06 $4,069 - $4,500	107 Added 1.29%	8,416 $351,000

Q2 2024 Jul 16, 2024	BUY	$36.99 - $39.96 $28,556 - $30,849	772 Added 10.24%	8,309 $319,000
Q1 2024 Apr 12, 2024	SELL	$36.33 - $40.27 $27,029 - $29,960	-744 Reduced 8.98%	7,537 $303,000
Q4 2023 Jan 19, 2024	BUY	$30.96 - $38.59 $40,991 - $51,093	1,324 Added 19.03%	8,281 $314,000
Q3 2023 Oct 12, 2023	SELL	$33.21 - $37.37 $41,811 - $47,048	-1,259 Reduced 15.32%	6,957 $234,000
Q2 2023 Jul 14, 2023	BUY	$32.46 - $35.52 $23,046 - $25,219	710 Added 9.46%	8,216 $291,000
Q1 2023 Apr 28, 2023	SELL	$32.27 - $37.51 $70,380 - $81,809	-2,181 Reduced 22.51%	7,506 $255,000
Q4 2022 Jan 13, 2023	BUY	$31.03 - $35.26 $40,090 - $45,555	1,292 Added 15.39%	9,687 $0
Q3 2022 Oct 04, 2022	BUY	$30.47 - $36.87 $166,274 - $201,199	5,457 Added 185.74%	8,395 $257,000
Q2 2022 Jul 07, 2022	SELL	$30.34 - $38.42 $2,214 - $2,804	-73 Reduced 2.42%	2,938 $93,000
Q1 2022 Apr 14, 2022	BUY	$35.57 - $40.83 $46,738 - $53,650	1,314 Added 77.43%	3,011 $115,000
Q4 2021 Jan 19, 2022	SELL	$38.24 - $42.82 $5,736 - $6,423	-150 Reduced 8.12%	1,697 $68,000
Q3 2021 Oct 15, 2021	BUY	$37.66 - $40.76 $51,556 - $55,800	1,369 Added 286.4%	1,847 $72,000
Q2 2021 Jul 06, 2021	BUY	$38.02 - $40.93 $10,227 - $11,010	269 Added 128.71%	478 $19,000
Q1 2021 Apr 14, 2021	BUY	$33.7 - $40.38 $1,853 - $2,220	55 Added 35.71%	209 $8,000
Q4 2020 Feb 04, 2021	SELL	$26.87 - $34.54 $42,024 - $54,020	-1,564 Reduced 91.04%	154 $5,000
Q3 2020 Nov 06, 2020	BUY	$24.55 - $27.91 $25,924 - $29,472	1,056 Added 159.52%	1,718 $46,000
Q2 2020 Aug 26, 2020	BUY	$18.34 - $27.14 $1,393 - $2,062	76 Added 12.97%	662 $17,000
Q1 2020 May 14, 2020	BUY	$17.16 - $29.57 $10,055 - $17,328	586 New	586 $12,000

Others Institutions Holding ESML

# of Institutions

448

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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Advisor Net Financial, Inc Ishares Esg Aware Msci Usa Sma Transaction History