Moss Adams Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 85,003 shares of ESML stock, worth $3.68 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

85,003

Previous 80,806 5.19%

Holding current value

$3.68 Million

Previous $3.11 Billion 14.26%

% of portfolio

0.39%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$38.03 - $42.06 $159,611 - $176,525	4,197 Added 5.19%	85,003 $3.55 Billion
Q2 2024 Jul 23, 2024	BUY	$36.99 - $39.96 $21,417 - $23,136	579 Added 0.72%	80,806 $3.11 Billion
Q1 2024 May 07, 2024	SELL	$36.33 - $40.27 $116,582 - $129,226	-3,209 Reduced 3.85%	80,227 $3.23 Billion
Q4 2023 Feb 06, 2024	BUY	$30.96 - $38.59 $67,864 - $84,589	2,192 Added 2.7%	83,436 $3.17 Billion
Q3 2023 Dec 20, 2023	BUY	$33.21 - $37.37 $324,428 - $365,067	9,769 Added 13.67%	81,244 $2.74 Billion
Q2 2023 Dec 20, 2023	BUY	$32.46 - $35.52 $170,220 - $186,266	5,244 Added 7.92%	71,475 $2.54 Billion
Q1 2023 Dec 20, 2023	BUY	$32.27 - $37.51 $539,038 - $626,567	16,704 Added 33.73%	66,231 $2.25 Billion
Q4 2022 Dec 20, 2023	BUY	$31.03 - $35.26 $1.54 Million - $1.75 Million	49,527 New	49,527 $1.63 Billion

Others Institutions Holding ESML

# of Institutions

413

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Moss Adams Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History