Hilltop Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Hilltop Wealth Advisors, LLC

  • $214 Million
  • Q3 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 27,665 shares of ESML stock, worth $1.17 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
27,665
Previous 27,850 0.66%
Holding current value
$1.17 Million
Previous $1.07 Million 7.84%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Oct 09, 2024
SELL
$38.03 - $42.06 $7,035 - $7,781
-185 Reduced 0.66%
27,665 $1.16 Million
Q2 2024

Jul 03, 2024
SELL
$36.99 - $39.96 $34,474 - $37,242
-932 Reduced 3.24%
27,850 $1.07 Million
Q1 2024

Apr 05, 2024
BUY
$36.33 - $40.27 $1.05 Million - $1.16 Million
28,782 New
28,782 $1.16 Million
Q1 2023

Apr 19, 2023
SELL
$32.27 - $37.51 $14,844 - $17,254
-460 Reduced 1.83%
24,617 $836,000
Q4 2022

Feb 02, 2023
BUY
$31.03 - $35.26 $54,395 - $61,810
1,753 Added 7.52%
25,077 $824,000
Q3 2022

Nov 10, 2022
SELL
$30.47 - $36.87 $106,157 - $128,455
-3,484 Reduced 13.0%
23,324 $715,000
Q2 2022

Jul 15, 2022
BUY
$30.34 - $38.42 $29,126 - $36,883
960 Added 3.71%
26,808 $844,000
Q1 2022

Apr 19, 2022
BUY
$35.57 - $40.83 $247,745 - $284,380
6,965 Added 36.89%
25,848 $983,000
Q4 2021

Jan 19, 2022
BUY
$38.24 - $42.82 $92,005 - $103,024
2,406 Added 14.6%
18,883 $761,000
Q3 2021

Oct 21, 2021
BUY
$37.66 - $40.76 $122,282 - $132,347
3,247 Added 24.54%
16,477 $643,000
Q2 2021

Jul 12, 2021
BUY
$38.02 - $40.93 $148,201 - $159,545
3,898 Added 41.77%
13,230 $534,000
Q1 2021

Apr 13, 2021
BUY
$33.7 - $40.38 $314,488 - $376,826
9,332 New
9,332 $360,000

Others Institutions Holding ESML

# of Institutions
412
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
Track This Portfolio

Track Hilltop Wealth Advisors, LLC Portfolio

Follow Hilltop Wealth 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 Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email