Fin Trust Capital Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,471 shares of ESML stock, worth $60,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,471
Previous 1,518 3.1%
Holding current value
$60,987
Previous $58,000 5.17%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$38.03 - $42.06 $1,787 - $1,976
-47 Reduced 3.1%
1,471 $61,000
Q2 2024

Jul 24, 2024
BUY
$36.99 - $39.96 $9,987 - $10,789
270 Added 21.63%
1,518 $58,000
Q1 2024

May 02, 2024
SELL
$36.33 - $40.27 $63,359 - $70,230
-1,744 Reduced 58.29%
1,248 $50,000
Q4 2023

Feb 13, 2024
SELL
$30.96 - $38.59 $2,569 - $3,202
-83 Reduced 2.7%
2,992 $113,000
Q3 2023

Oct 24, 2023
SELL
$33.21 - $37.37 $5,479 - $6,166
-165 Reduced 5.09%
3,075 $103,000
Q3 2022

Oct 20, 2022
SELL
$30.47 - $36.87 $8,013 - $9,696
-263 Reduced 7.51%
3,240 $105,000
Q1 2021

May 17, 2021
BUY
$33.7 - $40.38 $46,775 - $56,047
1,388 Added 65.63%
3,503 $135,000
Q2 2020

Sep 11, 2020
BUY
$18.34 - $27.14 $38,789 - $57,401
2,115 New
2,115 $53,000
Q2 2020

Aug 14, 2020
SELL
$18.34 - $27.14 $37,688 - $55,772
-2,055 Closed
0 $0
Q2 2019

Aug 01, 2019
BUY
$25.29 - $27.55 $51,970 - $56,615
2,055 New
2,055 $55,000

Others Institutions Holding ESML

# of Institutions
440
Shares Held
34.8M
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 Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email