Beacon Pointe Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 59,512 shares of ESML stock, worth $2.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,512
Previous 17,165 246.71%
Holding current value
$2.64 Million
Previous $709,000 278.28%
% of portfolio
0.02%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$41.34 - $45.65 $1.75 Million - $1.93 Million
42,347 Added 246.71%
59,512 $2.68 Million
Q2 2025

Aug 13, 2025
BUY
$33.46 - $41.33 $38,278 - $47,281
1,144 Added 7.14%
17,165 $709,000
Q1 2025

May 13, 2025
SELL
$37.84 - $44.02 $16,573 - $19,280
-438 Reduced 2.66%
16,021 $615,000
Q4 2024

Feb 14, 2025
BUY
$41.09 - $45.94 $118,667 - $132,674
2,888 Added 21.28%
16,459 $692,000
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $32,059 - $35,456
843 Added 6.62%
13,571 $567,000
Q2 2024

Aug 12, 2024
SELL
$36.99 - $39.96 $56,039 - $60,539
-1,515 Reduced 10.64%
12,728 $490,000
Q1 2024

May 14, 2024
BUY
$36.33 - $40.27 $133,803 - $148,314
3,683 Added 34.88%
14,243 $573,000
Q4 2023

Feb 08, 2024
SELL
$30.96 - $38.59 $48,235 - $60,123
-1,558 Reduced 12.86%
10,560 $401,000
Q3 2023

Nov 14, 2023
BUY
$33.21 - $37.37 $36,597 - $41,181
1,102 Added 10.0%
12,118 $407,000
Q2 2023

Aug 11, 2023
SELL
$32.46 - $35.52 $540,004 - $590,910
-16,636 Reduced 60.16%
11,016 $391,000
Q1 2023

May 12, 2023
BUY
$32.27 - $37.51 $520,547 - $605,073
16,131 Added 140.01%
27,652 $939,000
Q4 2022

Feb 14, 2023
SELL
$31.03 - $35.26 $186,676 - $212,124
-6,016 Reduced 34.3%
11,521 $378,000
Q3 2022

Nov 09, 2022
SELL
$30.47 - $36.87 $36,198 - $43,801
-1,188 Reduced 6.34%
17,537 $538,000
Q2 2022

Aug 11, 2022
BUY
$30.34 - $38.42 $72,724 - $92,092
2,397 Added 14.68%
18,725 $589,000
Q1 2022

May 17, 2022
BUY
$35.57 - $40.83 $249,736 - $286,667
7,021 Added 75.44%
16,328 $621,000
Q4 2021

Feb 14, 2022
BUY
$38.24 - $42.82 $355,899 - $398,525
9,307 New
9,307 $375,000

Others Institutions Holding ESML

# of Institutions
450
Shares Held
32.8M
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 Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email