A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,844 shares of ESML stock, worth $250,298. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,844
Previous 5,565 5.01%
Holding current value
$250,298
Previous $233 Million 5.59%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Feb 12, 2025

BUY
$41.09 - $45.94 $11,464 - $12,817
279 Added 5.01%
5,844 $246 Million
Q3 2024

Nov 13, 2024

BUY
$38.03 - $42.06 $211,636 - $234,063
5,565 New
5,565 $233 Million

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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