Centerpoint Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Centerpoint Advisors, LLC

$322 Million
Q3 2025

A detailed history of Centerpoint Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 507 shares of ESML stock, worth $22,460. This represents 0.01% of its overall portfolio holdings.

Number of Shares

507

Previous 409 23.96%

Holding current value

$22,460

Previous $17,000 35.29%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$41.34 - $45.65 $4,051 - $4,473	98 Added 23.96%	507 $23,000
Q2 2025 Aug 01, 2025	BUY	$33.46 - $41.33 $1,606 - $1,983	48 Added 13.3%	409 $17,000
Q1 2025 May 12, 2025	BUY	$37.84 - $44.02 $3,216 - $3,741	85 Added 30.8%	361 $14,000
Q4 2024 Jan 31, 2025	BUY	$41.09 - $45.94 $3,410 - $3,813	83 Added 43.01%	276 $12,000
Q2 2024 Jul 30, 2024	BUY	$36.99 - $39.96 $776 - $839	21 Added 12.21%	193 $7,000

Q1 2024 May 02, 2024	BUY	$36.33 - $40.27 $1,162 - $1,288	32 Added 22.86%	172 $7,000
Q4 2023 Jan 16, 2024	BUY	$30.96 - $38.59 $2,476 - $3,087	80 Added 133.33%	140 $5,000
Q3 2023 Nov 01, 2023	BUY	$33.21 - $37.37 $265 - $298	8 Added 15.38%	60 $2,000
Q2 2023 Jul 17, 2023	BUY	$32.46 - $35.52 $1,103 - $1,207	34 Added 188.89%	52 $2,000
Q1 2023 May 03, 2023	BUY	$32.27 - $37.51 $580 - $675	18 New	18 $1,000

Others Institutions Holding ESML

# of Institutions

447

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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Centerpoint Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History