Diversify Advisory Services, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Diversify Advisory Services, LLC

$2.98 Trillion
Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 16,618 shares of ESML stock, worth $736,177. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,618

Previous 19,235 13.61%

Holding current value

$736,177

Previous $826 Million 8.96%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$41.34 - $45.65 $108,186 - $119,466	-2,617 Reduced 13.61%	16,618 $752 Million
Q2 2025 Aug 14, 2025	BUY	$33.46 - $41.33 $104,662 - $129,280	3,128 Added 19.42%	19,235 $826 Million
Q1 2025 May 05, 2025	BUY	$37.84 - $44.02 $148,143 - $172,338	3,915 Added 32.11%	16,107 $606 Million
Q4 2024 Jan 16, 2025	BUY	$41.09 - $45.94 $18,654 - $20,856	454 Added 3.87%	12,192 $506 Million
Q3 2024 Oct 24, 2024	BUY	$38.03 - $42.06 $57,349 - $63,426	1,508 Added 14.74%	11,738 $491 Million

Q2 2024 Jul 12, 2024	SELL	$36.99 - $39.96 $34,363 - $37,122	-929 Reduced 8.33%	10,230 $389 Million
Q1 2024 Apr 30, 2024	BUY	$36.33 - $40.27 $405,406 - $449,372	11,159 New	11,159 $444 Million

Others Institutions Holding ESML

# of Institutions

449

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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Diversify Advisory Services, LLC Ishares Esg Aware Msci Usa Sma Transaction History