United Asset Strategies, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

United Asset Strategies, Inc.

$1.24 Billion
Q3 2025

A detailed history of United Asset Strategies, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, United Asset Strategies, Inc. holds 6,806 shares of ESML stock, worth $301,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,806

Previous 6,802 0.06%

Holding current value

$301,505

Previous $281,000 8.9%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$41.34 - $45.65 $165 - $182	4 Added 0.06%	6,806 $306,000
Q2 2025 Aug 08, 2025	BUY	$33.46 - $41.33 $9,837 - $12,151	294 Added 4.52%	6,802 $281,000
Q1 2025 May 14, 2025	BUY	$37.84 - $44.02 $605 - $704	16 Added 0.25%	6,508 $249,000
Q4 2024 Jan 22, 2025	SELL	$41.09 - $45.94 $20,545 - $22,970	-500 Reduced 7.15%	6,492 $272,000
Q3 2024 Oct 28, 2024	SELL	$38.03 - $42.06 $15,097 - $16,697	-397 Reduced 5.37%	6,992 $292,000

Q2 2024 Aug 01, 2024	SELL	$36.99 - $39.96 $1,738 - $1,878	-47 Reduced 0.63%	7,389 $284,000
Q1 2024 Apr 23, 2024	BUY	$36.33 - $40.27 $270,149 - $299,447	7,436 New	7,436 $299,000

Others Institutions Holding ESML

# of Institutions

450

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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United Asset Strategies, Inc. Ishares Esg Aware Msci Usa Sma Transaction History