Apollon Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Apollon Wealth Management, LLC

$5.29 Billion
Q3 2025

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 9,155 shares of ESML stock, worth $405,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,155

Previous 9,350 2.09%

Holding current value

$405,566

Previous $386,000 6.74%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$41.34 - $45.65 $8,061 - $8,901	-195 Reduced 2.09%	9,155 $412,000
Q2 2025 Jul 24, 2025	BUY	$33.46 - $41.33 $68,827 - $85,015	2,057 Added 28.21%	9,350 $386,000
Q1 2025 May 01, 2025	BUY	$37.84 - $44.02 $5,448 - $6,338	144 Added 2.01%	7,293 $280,000
Q4 2024 Jan 28, 2025	BUY	$41.09 - $45.94 $36,241 - $40,519	882 Added 14.07%	7,149 $300,000
Q3 2024 Nov 04, 2024	BUY	$38.03 - $42.06 $114 - $126	3 Added 0.05%	6,267 $262,000

Q2 2024 Jul 19, 2024	SELL	$36.99 - $39.96 $86,778 - $93,746	-2,346 Reduced 27.25%	6,264 $241,000
Q1 2024 May 02, 2024	BUY	$36.33 - $40.27 $11,080 - $12,282	305 Added 3.67%	8,610 $346,000
Q4 2023 Feb 06, 2024	BUY	$30.96 - $38.59 $53,436 - $66,606	1,726 Added 26.23%	8,305 $315,000
Q3 2023 Nov 14, 2023	BUY	$33.21 - $37.37 $6,077 - $6,838	183 Added 2.86%	6,579 $221,000
Q2 2023 Aug 04, 2023	BUY	$32.46 - $35.52 $207,614 - $227,185	6,396 New	6,396 $227,000

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

Ticker ESML
Sector ETFs
Industry ETFs

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Apollon Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History