Balanced Rock Investment Advisor Ishares Esg Aware Msci Usa Sma Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 46,575 shares of ESML stock, worth $1.92 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
46,575
Previous 59,583 21.83%
Holding current value
$1.92 Million
Previous $2.49 Billion 21.4%
% of portfolio
1.55%
Previous 1.95%

Shares

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

Feb 13, 2025
SELL
$41.09 - $45.94 $534,498 - $597,587
-13,008 Reduced 21.83%
46,575 $1.96 Billion
Q3 2024

Nov 13, 2024
BUY
$38.03 - $42.06 $116,219 - $128,535
3,056 Added 5.41%
59,583 $2.49 Billion
Q2 2024

Jul 31, 2024
BUY
$36.99 - $39.96 $55,780 - $60,259
1,508 Added 2.74%
56,527 $2.18 Billion
Q1 2024

May 13, 2024
BUY
$36.33 - $40.27 $552,579 - $612,506
15,210 Added 38.21%
55,019 $2.22 Billion
Q4 2023

Feb 13, 2024
BUY
$30.96 - $38.59 $1.23 Million - $1.54 Million
39,809 New
39,809 $1.51 Billion

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
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