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

Opal Wealth Advisors, LLC

  • $361 Million
  • Q4 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 15,894 shares of ESML stock, worth $704,104. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,894
Previous 16,490 3.61%
Holding current value
$704,104
Previous $743,000 5.25%
% of portfolio
0.19%
Previous 0.21%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$43.95 - $46.24 $26,194 - $27,559
-596 Reduced 3.61%
15,894 $704,000
Q3 2025

Oct 24, 2025
SELL
$41.34 - $45.65 $10,293 - $11,366
-249 Reduced 1.49%
16,490 $743,000
Q2 2025

Jul 14, 2025
BUY
$33.46 - $41.33 $48,082 - $59,391
1,437 Added 9.39%
16,739 $691,000
Q1 2025

Apr 16, 2025
SELL
$37.84 - $44.02 $183,069 - $212,968
-4,838 Reduced 24.02%
15,302 $587,000
Q4 2024

Jan 28, 2025
BUY
$41.09 - $45.94 $467,850 - $523,072
11,386 Added 130.07%
20,140 $846,000
Q3 2024

Oct 15, 2024
SELL
$38.03 - $42.06 $12,283 - $13,585
-323 Reduced 3.56%
8,754 $366,000
Q2 2024

Jul 12, 2024
BUY
$36.99 - $39.96 $6,325 - $6,833
171 Added 1.92%
9,077 $349,000
Q1 2024

Apr 11, 2024
BUY
$36.33 - $40.27 $7,919 - $8,778
218 Added 2.51%
8,906 $358,000
Q4 2023

Jan 19, 2024
BUY
$30.96 - $38.59 $1,888 - $2,353
61 Added 0.71%
8,688 $330,000
Q3 2023

Oct 18, 2023
SELL
$33.21 - $37.37 $46,228 - $52,019
-1,392 Reduced 13.89%
8,627 $290,000
Q2 2023

Jul 27, 2023
BUY
$32.46 - $35.52 $4,544 - $4,972
140 Added 1.42%
10,019 $355,000
Q1 2023

Apr 19, 2023
SELL
$32.27 - $37.51 $7,002 - $8,139
-217 Reduced 2.15%
9,879 $335,000
Q4 2022

Feb 03, 2023
BUY
$31.03 - $35.26 $155 - $176
5 Added 0.05%
10,096 $331,000
Q3 2022

Oct 17, 2022
BUY
$30.47 - $36.87 $1,858 - $2,249
61 Added 0.61%
10,091 $309,000
Q2 2022

Aug 10, 2022
SELL
$30.34 - $38.42 $3,762 - $4,764
-124 Reduced 1.22%
10,030 $316,000
Q1 2022

May 09, 2022
BUY
$35.57 - $40.83 $58,690 - $67,369
1,650 Added 19.4%
10,154 $386,000
Q4 2021

Jan 31, 2022
BUY
$38.24 - $42.82 $49,903 - $55,880
1,305 Added 18.13%
8,504 $343,000
Q3 2021

Nov 05, 2021
BUY
$37.66 - $40.76 $37,471 - $40,556
995 Added 16.04%
7,199 $281,000
Q2 2021

Aug 02, 2021
SELL
$38.02 - $40.93 $45,129 - $48,583
-1,187 Reduced 16.06%
6,204 $250,000
Q1 2021

Apr 29, 2021
SELL
$33.7 - $40.38 $1,550 - $1,857
-46 Reduced 0.62%
7,391 $285,000
Q4 2020

Feb 11, 2021
BUY
$26.87 - $34.54 $199,832 - $256,873
7,437 New
7,437 $254,000

Others Institutions Holding ESML

# of Institutions
456
Shares Held
33.1M
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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