Goal Vest Advisory LLC Ishares Esg Aware Msci Usa Sma Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,984 shares of ESML stock, worth $130,818. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,984
Previous 2,559 16.61%
Holding current value
$130,818
Previous $107,000 16.82%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$41.09 - $45.94 $17,463 - $19,524
425 Added 16.61%
2,984 $125,000
Q3 2023

Oct 10, 2023
BUY
$33.21 - $37.37 $56,789 - $63,902
1,710 Added 201.41%
2,559 $86,000
Q2 2023

Jul 17, 2023
BUY
$32.46 - $35.52 $27,558 - $30,156
849 New
849 $30,000

Others Institutions Holding ESML

# of Institutions
418
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
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