Wells Financial Advisors Inc Ishares Esg Aware Msci Usa Sma Transaction History

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 6,985 shares of ESML stock, worth $301,123. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,985
Previous 6,675 4.64%
Holding current value
$301,123
Previous $279,000 5.02%
% of portfolio
0.4%
Previous 0.38%

Shares

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

Feb 11, 2025
BUY
$41.09 - $45.94 $12,737 - $14,241
310 Added 4.64%
6,985 $293,000
Q2 2024

Aug 09, 2024
SELL
$36.99 - $39.96 $10,357 - $11,188
-280 Reduced 4.03%
6,675 $256,000
Q1 2024

May 13, 2024
SELL
$36.33 - $40.27 $1,453 - $1,610
-40 Reduced 0.57%
6,955 $280,000
Q2 2023

Aug 07, 2023
SELL
$32.46 - $35.52 $46,352 - $50,722
-1,428 Reduced 16.95%
6,995 $248,000
Q1 2023

May 03, 2023
BUY
$32.27 - $37.51 $9,681 - $11,253
300 Added 3.69%
8,423 $286,000
Q4 2022

Feb 03, 2023
BUY
$31.03 - $35.26 $114,190 - $129,756
3,680 Added 82.83%
8,123 $267,000
Q3 2022

Nov 09, 2022
BUY
$30.47 - $36.87 $120,356 - $145,636
3,950 Added 801.22%
4,443 $136,000
Q1 2022

Apr 25, 2022
SELL
$35.57 - $40.83 $28,989 - $33,276
-815 Reduced 62.31%
493 $19,000
Q4 2021

Feb 11, 2022
BUY
$38.24 - $42.82 $10,516 - $11,775
275 Added 26.62%
1,308 $53,000
Q2 2021

Aug 02, 2021
BUY
$38.02 - $40.93 $20,492 - $22,061
539 Added 109.11%
1,033 $42,000
Q1 2021

May 12, 2021
BUY
$33.7 - $40.38 $9,773 - $11,710
290 Added 142.16%
494 $19,000
Q4 2020

Feb 11, 2021
BUY
$26.87 - $34.54 $5,481 - $7,046
204 New
204 $7,000

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
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email