Wealth Architects, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Wealth Architects, LLC

  • $827 Million
  • Q4 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Architects, LLC holds 220,259 shares of ESML stock, worth $8.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
220,259
Previous 222,147 0.85%
Holding current value
$8.8 Million
Previous $9.29 Million 0.31%
% of portfolio
1.12%
Previous 1.1%

Shares

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

Feb 10, 2025
SELL
$41.09 - $45.94 $77,577 - $86,734
-1,888 Reduced 0.85%
220,259 $9.26 Million
Q3 2024

Oct 31, 2024
BUY
$38.03 - $42.06 $747,821 - $827,067
19,664 Added 9.71%
222,147 $9.29 Million
Q2 2024

Aug 08, 2024
BUY
$36.99 - $39.96 $1.79 Million - $1.93 Million
48,289 Added 31.32%
202,483 $7.8 Million
Q1 2024

May 13, 2024
BUY
$36.33 - $40.27 $25,104 - $27,826
691 Added 0.45%
154,194 $6.21 Million
Q4 2023

Feb 14, 2024
BUY
$30.96 - $38.59 $35,511 - $44,262
1,147 Added 0.75%
153,503 $5.83 Million
Q3 2023

Nov 09, 2023
BUY
$33.21 - $37.37 $312,638 - $351,801
9,414 Added 6.59%
152,356 $5.13 Million
Q2 2023

Aug 02, 2023
BUY
$32.46 - $35.52 $427,757 - $468,082
13,178 Added 10.16%
142,942 $5.08 Million
Q1 2023

Apr 21, 2023
BUY
$32.27 - $37.51 $79,997 - $92,987
2,479 Added 1.95%
129,764 $4.41 Million
Q4 2022

Feb 09, 2023
BUY
$31.03 - $35.26 $698,764 - $794,019
22,519 Added 21.49%
127,285 $4.19 Million
Q3 2022

Oct 24, 2022
BUY
$30.47 - $36.87 $615,554 - $744,847
20,202 Added 23.89%
104,766 $3.21 Million
Q2 2022

Jul 29, 2022
BUY
$30.34 - $38.42 $1.73 Million - $2.19 Million
56,881 Added 205.47%
84,564 $2.66 Million
Q1 2022

May 17, 2022
BUY
$35.57 - $40.83 $103,828 - $119,182
2,919 Added 11.79%
27,683 $1.05 Million
Q4 2021

Jan 19, 2022
BUY
$38.24 - $42.82 $946,975 - $1.06 Million
24,764 New
24,764 $998,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.6M
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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