Steward Partners Investment Advisory, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,697 shares of ESML stock, worth $518,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,697
Previous 12,112 3.43%
Holding current value
$518,177
Previous $500,000 5.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$41.34 - $45.65 $17,156 - $18,944
-415 Reduced 3.43%
11,697 $527,000
Q2 2025

Aug 12, 2025
BUY
$33.46 - $41.33 $98,874 - $122,130
2,955 Added 32.27%
12,112 $500,000
Q1 2025

May 13, 2025
BUY
$37.84 - $44.02 $12,260 - $14,262
324 Added 3.67%
9,157 $351,000
Q4 2024

Feb 06, 2025
BUY
$41.09 - $45.94 $39,282 - $43,918
956 Added 12.14%
8,833 $371,000
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $4,069 - $4,500
107 Added 1.38%
7,877 $329,000
Q2 2024

Aug 08, 2024
SELL
$36.99 - $39.96 $24,450 - $26,413
-661 Reduced 7.84%
7,770 $299,000
Q1 2024

May 15, 2024
BUY
$36.33 - $40.27 $21,180 - $23,477
583 Added 7.43%
8,431 $339,000
Q4 2023

Feb 12, 2024
SELL
$30.96 - $38.59 $268,237 - $334,343
-8,664 Reduced 52.47%
7,848 $298,000
Q3 2023

Nov 13, 2023
SELL
$33.21 - $37.37 $257,178 - $289,393
-7,744 Reduced 31.93%
16,512 $555,000
Q2 2023

Aug 14, 2023
SELL
$32.46 - $35.52 $818,186 - $895,317
-25,206 Reduced 50.96%
24,256 $861,000
Q1 2023

May 15, 2023
SELL
$32.27 - $37.51 $128,111 - $148,914
-3,970 Reduced 7.43%
49,462 $1.68 Million
Q4 2022

Feb 15, 2023
BUY
$31.03 - $35.26 $106,494 - $121,012
3,432 Added 6.86%
53,432 $1.76 Million
Q3 2022

Nov 10, 2022
BUY
$30.47 - $36.87 $7,251 - $8,775
238 Added 0.48%
50,000 $1.53 Million
Q2 2022

Aug 04, 2022
SELL
$30.34 - $38.42 $41,323 - $52,328
-1,362 Reduced 2.66%
49,762 $1.57 Million
Q1 2022

May 02, 2022
BUY
$35.57 - $40.83 $995,604 - $1.14 Million
27,990 Added 120.99%
51,124 $1.95 Million
Q4 2021

Feb 08, 2022
BUY
$38.24 - $42.82 $15,104 - $16,913
395 Added 1.74%
23,134 $933,000
Q3 2021

Nov 12, 2021
BUY
$37.66 - $40.76 $305,799 - $330,971
8,120 Added 55.54%
22,739 $887,000
Q2 2021

Aug 13, 2021
BUY
$38.02 - $40.93 $299,939 - $322,896
7,889 Added 117.22%
14,619 $590,000
Q1 2021

May 14, 2021
BUY
$33.7 - $40.38 $123,274 - $147,710
3,658 Added 119.08%
6,730 $259,000
Q4 2020

Feb 11, 2021
SELL
$26.87 - $34.54 $22,517 - $28,944
-838 Reduced 21.43%
3,072 $105,000
Q3 2020

Oct 30, 2020
BUY
$24.55 - $27.91 $2,823 - $3,209
115 Added 3.03%
3,910 $104,000
Q2 2020

Aug 06, 2020
BUY
$18.34 - $27.14 $20,614 - $30,505
1,124 Added 42.08%
3,795 $95,000
Q1 2020

Apr 29, 2020
BUY
$17.16 - $29.57 $29,789 - $51,333
1,736 Added 185.67%
2,671 $53,000
Q3 2019

Oct 30, 2019
BUY
$25.56 - $27.59 $23,898 - $25,796
935 New
935 $24,000

Others Institutions Holding ESML

# of Institutions
449
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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