Brewster Financial Planning LLC Ishares Esg Aware Msci Usa Sma Transaction History

Brewster Financial Planning LLC

  • $129 Million
  • Q3 2024

A detailed history of Brewster Financial Planning LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Brewster Financial Planning LLC holds 9,830 shares of ESML stock, worth $408,338. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,830
Previous 9,830 -0.0%
Holding current value
$408,338
Previous $411,000 -0.0%
% of portfolio
0.32%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$36.99 - $39.96 $17,607 - $19,020
476 Added 5.09%
9,830 $378,000
Q4 2023

Jan 17, 2024
SELL
$30.96 - $38.59 $91,672 - $114,264
-2,961 Reduced 24.04%
9,354 $355,000
Q2 2023

Jul 17, 2023
BUY
$32.46 - $35.52 $200,602 - $219,513
6,180 Added 100.73%
12,315 $437,000
Q4 2022

Jan 13, 2023
BUY
$31.03 - $35.26 $190,369 - $216,320
6,135 New
6,135 $0
Q2 2022

Jul 26, 2022
SELL
$30.34 - $38.42 $186,135 - $235,706
-6,135 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$38.24 - $42.82 $234,602 - $262,700
6,135 New
6,135 $247,000

Others Institutions Holding ESML

# of Institutions
414
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
Track This Portfolio

Track Brewster Financial Planning LLC Portfolio

Follow Brewster Financial Planning 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 Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email