Litman Gregory Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 186,055 shares of ESML stock, worth $8.16 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
186,055
Previous 158,536 17.36%
Holding current value
$8.16 Million
Previous $6.63 Million 18.01%
% of portfolio
0.68%
Previous 0.56%

Shares

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

Jan 23, 2025
BUY
$41.09 - $45.94 $1.13 Million - $1.26 Million
27,519 Added 17.36%
186,055 $7.82 Million
Q3 2024

Oct 22, 2024
BUY
$38.03 - $42.06 $142,080 - $157,136
3,736 Added 2.41%
158,536 $6.63 Million
Q2 2024

Jul 30, 2024
BUY
$36.99 - $39.96 $197,193 - $213,026
5,331 Added 3.57%
154,800 $5.96 Million
Q1 2024

May 03, 2024
SELL
$36.33 - $40.27 $192,585 - $213,471
-5,301 Reduced 3.43%
149,469 $6.02 Million
Q4 2023

Jan 31, 2024
SELL
$30.96 - $38.59 $47,833 - $59,621
-1,545 Reduced 0.99%
154,770 $5.88 Million
Q3 2023

Oct 23, 2023
BUY
$33.21 - $37.37 $148,880 - $167,529
4,483 Added 2.95%
156,315 $5.26 Million
Q2 2023

Aug 09, 2023
BUY
$32.46 - $35.52 $4.93 Million - $5.39 Million
151,832 New
151,832 $5.39 Million
Q4 2022

Jan 17, 2023
BUY
$31.03 - $35.26 $697,430 - $792,503
22,476 Added 17.56%
150,478 $0
Q3 2022

Oct 13, 2022
BUY
$30.47 - $36.87 $503,943 - $609,792
16,539 Added 14.84%
128,002 $3.93 Million
Q2 2022

Jul 21, 2022
BUY
$30.34 - $38.42 $450,033 - $569,883
14,833 Added 15.35%
111,463 $3.51 Million
Q1 2022

May 04, 2022
BUY
$35.57 - $40.83 $496,912 - $570,395
13,970 Added 16.9%
96,630 $3.68 Million
Q4 2021

Feb 10, 2022
BUY
$38.24 - $42.82 $112,157 - $125,591
2,933 Added 3.68%
82,660 $3.33 Million
Q3 2021

Nov 03, 2021
BUY
$37.66 - $40.76 $2.89 Million - $3.13 Million
76,849 Added 2670.22%
79,727 $3.11 Million
Q2 2021

Jul 27, 2021
SELL
$38.02 - $40.93 $1.09 Million - $1.17 Million
-28,574 Reduced 90.85%
2,878 $2.88 Million
Q1 2021

May 10, 2021
BUY
$33.7 - $40.38 $22,916 - $27,458
680 Added 2.21%
31,452 $1.21 Million
Q4 2020

Feb 05, 2021
BUY
$26.87 - $34.54 $79,911 - $102,721
2,974 Added 10.7%
30,772 $1.05 Million
Q3 2020

Nov 03, 2020
BUY
$24.55 - $27.91 $100,311 - $114,040
4,086 Added 17.23%
27,798 $737,000
Q2 2020

Jul 31, 2020
BUY
$18.34 - $27.14 $87,445 - $129,403
4,768 Added 25.17%
23,712 $594,000
Q1 2020

Apr 28, 2020
BUY
$17.16 - $29.57 $216,799 - $373,587
12,634 Added 200.22%
18,944 $378,000
Q4 2019

Jan 30, 2020
BUY
$25.83 - $29.01 $37,711 - $42,354
1,460 Added 30.1%
6,310 $182,000
Q3 2019

Nov 06, 2019
BUY
$25.56 - $27.59 $27,477 - $29,659
1,075 Added 28.48%
4,850 $129,000
Q2 2019

Jul 31, 2019
BUY
$25.29 - $27.55 $68,738 - $74,880
2,718 Added 257.14%
3,775 $102,000
Q4 2018

Feb 01, 2019
BUY
$21.37 - $27.89 $22,588 - $29,479
1,057 New
1,057 $24,000

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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