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

Hilltop Wealth Advisors, LLC

$198 Million
Q4 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 25,106 shares of ESML stock, worth $1.04 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

25,106

Previous 27,665 9.25%

Holding current value

$1.04 Million

Previous $1.16 Million 8.74%

% of portfolio

0.53%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$41.09 - $45.94 $105,149 - $117,560	-2,559 Reduced 9.25%	25,106 $1.06 Million
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

414

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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