Integris Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Integris Wealth Management, LLC

  • $351 Billion
  • Q1 2025

A detailed history of Integris Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Integris Wealth Management, LLC holds 71,672 shares of ESML stock, worth $2.84 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
71,672
Previous 69,238 3.52%
Holding current value
$2.84 Million
Previous $2.91 Billion 5.44%
% of portfolio
0.79%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$37.84 - $44.02 $92,102 - $107,144
2,434 Added 3.52%
71,672 $2.75 Billion
Q4 2024

Jan 23, 2025
SELL
$41.09 - $45.94 $178,577 - $199,655
-4,346 Reduced 5.91%
69,238 $2.91 Billion
Q3 2024

Oct 18, 2024
BUY
$38.03 - $42.06 $17,341 - $19,179
456 Added 0.62%
73,584 $3.08 Billion
Q2 2024

Jul 19, 2024
BUY
$36.99 - $39.96 $32,366 - $34,965
875 Added 1.21%
73,128 $2.82 Billion
Q1 2024

May 03, 2024
BUY
$36.33 - $40.27 $8,392 - $9,302
231 Added 0.32%
72,253 $2.91 Billion
Q4 2023

Feb 09, 2024
BUY
$30.96 - $38.59 $58,390 - $72,780
1,886 Added 2.69%
72,022 $2.74 Billion
Q3 2023

Nov 08, 2023
BUY
$33.21 - $37.37 $470,120 - $529,009
14,156 Added 25.29%
70,136 $2.36 Billion
Q2 2023

Jul 13, 2023
BUY
$32.46 - $35.52 $109,033 - $119,311
3,359 Added 6.38%
55,980 $1.99 Billion
Q1 2023

May 15, 2023
BUY
$32.27 - $37.51 $93,679 - $108,891
2,903 Added 5.84%
52,621 $1.79 Billion
Q4 2022

Feb 07, 2023
BUY
$31.03 - $35.26 $1.54 Million - $1.75 Million
49,718 New
49,718 $1.63 Billion

Others Institutions Holding ESML

# of Institutions
427
Shares Held
34.7M
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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