Kovitz Investment Group Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 9,095 shares of ESML stock, worth $402,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,095

Previous 10,155 10.44%

Holding current value

$402,908

Previous $419,000 2.15%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$41.34 - $45.65 $43,820 - $48,389	-1,060 Reduced 10.44%	9,095 $410,000
Q2 2025 Aug 14, 2025	SELL	$33.46 - $41.33 $20,678 - $25,541	-618 Reduced 5.74%	10,155 $419,000
Q1 2025 May 13, 2025	SELL	$37.84 - $44.02 $40,678 - $47,321	-1,075 Reduced 9.07%	10,773 $413,000
Q4 2024 Aug 25, 2025	BUY	$41.09 - $45.94 $69,565 - $77,776	1,693 Added 16.67%	11,848 $498,000
Q4 2024 Feb 14, 2025	SELL	$41.09 - $45.94 $32,214 - $36,016	-784 Reduced 6.21%	11,848 $498,000

Q3 2024 Nov 14, 2024	BUY	$38.03 - $42.06 $190,986 - $211,225	5,022 Added 65.99%	12,632 $528,000
Q2 2024 Aug 14, 2024	BUY	$36.99 - $39.96 $281,493 - $304,095	7,610 New	7,610 $292,000

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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Kovitz Investment Group Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History