Svb Wealth LLC Ishares Esg Aware Msci Usa Sma Transaction History

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Svb Wealth LLC holds 27,677 shares of ESML stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,677
Holding current value
$1.19 Million
% of portfolio
0.02%

Shares

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

Feb 05, 2025
BUY
$41.09 - $45.94 $1.14 Million - $1.27 Million
27,677 New
27,677 $1.16 Million
Q1 2024

May 15, 2024
SELL
$36.33 - $40.27 $245,845 - $272,507
-6,767 Reduced 47.51%
7,477 $301,000
Q4 2023

Jan 30, 2024
SELL
$30.96 - $38.59 $39,319 - $49,009
-1,270 Reduced 8.19%
14,244 $541,000
Q3 2023

Oct 23, 2023
BUY
$33.21 - $37.37 $27,099 - $30,493
816 Added 5.55%
15,514 $522,000
Q2 2023

Jul 24, 2023
SELL
$32.46 - $35.52 $1,428 - $1,562
-44 Reduced 0.3%
14,698 $522,000
Q1 2023

May 12, 2023
BUY
$32.27 - $37.51 $261,451 - $303,906
8,102 Added 122.02%
14,742 $501,000
Q4 2022

Feb 10, 2023
BUY
$31.03 - $35.26 $206,039 - $234,126
6,640 New
6,640 $218,000

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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