Founders Financial Securities LLC Ishares Esg Aware Msci Usa Sma Transaction History

Founders Financial Securities LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Founders Financial Securities LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Founders Financial Securities LLC holds 5,261 shares of ESML stock, worth $233,062. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,261
Previous 5,187 1.43%
Holding current value
$233,062
Previous $214,000 10.75%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2025
BUY
$41.34 - $45.65 $3,059 - $3,378
74 Added 1.43%
5,261 $237,000
Q2 2025

Aug 06, 2025
SELL
$33.46 - $41.33 $9,703 - $11,985
-290 Reduced 5.29%
5,187 $214,000
Q1 2025

May 12, 2025
SELL
$37.84 - $44.02 $7,530 - $8,759
-199 Reduced 3.51%
5,477 $210,000
Q4 2024

Feb 10, 2025
SELL
$41.09 - $45.94 $20,503 - $22,924
-499 Reduced 8.08%
5,676 $238,000
Q3 2024

Nov 12, 2024
SELL
$38.03 - $42.06 $4,107 - $4,542
-108 Reduced 1.72%
6,175 $258,000
Q2 2024

Aug 02, 2024
BUY
$36.99 - $39.96 $1,627 - $1,758
44 Added 0.71%
6,283 $241,000
Q1 2024

Apr 17, 2024
BUY
$36.33 - $40.27 $1,634 - $1,812
45 Added 0.73%
6,239 $251,000
Q4 2023

Feb 06, 2024
BUY
$30.96 - $38.59 $191,766 - $239,026
6,194 New
6,194 $235,000
Q2 2022

Jul 27, 2022
SELL
$30.34 - $38.42 $191,050 - $241,930
-6,297 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$35.57 - $40.83 $5,442 - $6,246
153 Added 2.49%
6,297 $240,000
Q4 2021

Feb 14, 2022
BUY
$38.24 - $42.82 $234,946 - $263,086
6,144 New
6,144 $248,000

Others Institutions Holding ESML

# of Institutions
449
Shares Held
32.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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