New Edge Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,175 shares of ESML stock, worth $567,974. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,175
Previous 11,321 16.38%
Holding current value
$567,974
Previous $473,000 17.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
$41.09 - $45.94 $76,180 - $85,172
1,854 Added 16.38%
13,175 $554,000
Q3 2024

Nov 12, 2024
SELL
$38.03 - $42.06 $4,715 - $5,215
-124 Reduced 1.08%
11,321 $473,000
Q2 2024

Aug 01, 2024
BUY
$36.99 - $39.96 $4,697 - $5,074
127 Added 1.12%
11,445 $440,000
Q1 2024

May 06, 2024
SELL
$36.33 - $40.27 $369,330 - $409,384
-10,166 Reduced 47.32%
11,318 $455,000
Q4 2023

Jan 29, 2024
SELL
$30.96 - $38.59 $4,396 - $5,479
-142 Reduced 0.66%
21,484 $816,000
Q3 2023

Nov 08, 2023
BUY
$33.21 - $37.37 $718,199 - $808,163
21,626 New
21,626 $727,000

Others Institutions Holding ESML

# of Institutions
431
Shares Held
34.5M
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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