Great Diamond Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Great Diamond Partners, LLC

$491 Million
Q3 2025

A detailed history of Great Diamond Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Great Diamond Partners, LLC holds 13,444 shares of ESML stock, worth $595,569. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,444

Previous 12,956 3.77%

Holding current value

$595,569

Previous $535,000 13.27%

% of portfolio

0.12%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$41.34 - $45.65 $20,173 - $22,277	488 Added 3.77%	13,444 $606,000
Q2 2025 Aug 13, 2025	SELL	$33.46 - $41.33 $8,197 - $10,125	-245 Reduced 1.86%	12,956 $535,000
Q1 2025 May 13, 2025	SELL	$37.84 - $44.02 $2,573 - $2,993	-68 Reduced 0.51%	13,201 $507,000
Q4 2024 Jan 23, 2025	BUY	$41.09 - $45.94 $5,218 - $5,834	127 Added 0.97%	13,269 $557,000
Q3 2024 Oct 25, 2024	SELL	$38.03 - $42.06 $9,925 - $10,977	-261 Reduced 1.95%	13,142 $549,000

Q2 2024 Jul 29, 2024	SELL	$36.99 - $39.96 $21,232 - $22,937	-574 Reduced 4.11%	13,403 $516,000
Q1 2024 May 08, 2024	SELL	$36.33 - $40.27 $1,235 - $1,369	-34 Reduced 0.24%	13,977 $562,000
Q4 2023 Feb 07, 2024	SELL	$30.96 - $38.59 $2,631 - $3,280	-85 Reduced 0.6%	14,011 $532,000
Q3 2023 Oct 19, 2023	BUY	$33.21 - $37.37 $8,236 - $9,267	248 Added 1.79%	14,096 $474,000
Q2 2023 Jul 17, 2023	BUY	$32.46 - $35.52 $449,506 - $491,880	13,848 New	13,848 $491,000

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

Ticker ESML
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Great Diamond Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History