Shepherd Financial Partners LLC Ishares Esg Aware Msci Usa Sma Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 13,004 shares of ESML stock, worth $576,077. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,004
Previous 13,079 0.57%
Holding current value
$576,077
Previous $540,000 8.52%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$41.34 - $45.65 $3,100 - $3,423
-75 Reduced 0.57%
13,004 $586,000
Q2 2025

Aug 13, 2025
BUY
$33.46 - $41.33 $434 - $537
13 Added 0.1%
13,079 $540,000
Q1 2025

Apr 18, 2025
SELL
$37.84 - $44.02 $35,683 - $41,510
-943 Reduced 6.73%
13,066 $501,000
Q4 2024

Jan 28, 2025
BUY
$41.09 - $45.94 $8,587 - $9,601
209 Added 1.51%
14,009 $589,000
Q3 2024

Oct 28, 2024
SELL
$38.03 - $42.06 $53,394 - $59,052
-1,404 Reduced 9.23%
13,800 $577,000
Q2 2024

Aug 07, 2024
BUY
$36.99 - $39.96 $517 - $559
14 Added 0.09%
15,204 $585,000
Q1 2024

Apr 22, 2024
BUY
$36.33 - $40.27 $5,158 - $5,718
142 Added 0.94%
15,190 $611,000
Q4 2023

Feb 12, 2024
BUY
$30.96 - $38.59 $16,997 - $21,185
549 Added 3.79%
15,048 $571,000
Q3 2023

Nov 08, 2023
SELL
$33.21 - $37.37 $4,749 - $5,343
-143 Reduced 0.98%
14,499 $487,000
Q2 2023

Aug 11, 2023
SELL
$32.46 - $35.52 $8,536 - $9,341
-263 Reduced 1.76%
14,642 $520,000
Q1 2023

May 01, 2023
SELL
$32.27 - $37.51 $5,937 - $6,901
-184 Reduced 1.22%
14,905 $506,000
Q4 2022

Feb 14, 2023
BUY
$31.03 - $35.26 $468,211 - $532,038
15,089 New
15,089 $496,000

Others Institutions Holding ESML

# of Institutions
448
Shares Held
32.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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