Shira Ridge Wealth Management Ishares Esg Aware Msci Usa Sma Transaction History

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 5,672 shares of ESML stock, worth $245,767. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,672
Previous 5,732 1.05%
Holding current value
$245,767
Previous $240 Million 0.5%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 13, 2025
SELL
$41.09 - $45.94 $2,465 - $2,756
-60 Reduced 1.05%
5,672 $239 Million
Q3 2024

Oct 10, 2024
SELL
$38.03 - $42.06 $2,928 - $3,238
-77 Reduced 1.33%
5,732 $240 Million
Q2 2024

Jul 11, 2024
SELL
$36.99 - $39.96 $13,205 - $14,265
-357 Reduced 5.79%
5,809 $224 Million
Q1 2024

Apr 18, 2024
BUY
$36.33 - $40.27 $15,185 - $16,832
418 Added 7.27%
6,166 $248 Million
Q4 2023

Jan 10, 2024
BUY
$30.96 - $38.59 $177,958 - $221,815
5,748 New
5,748 $218 Million

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.8M
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 Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management 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 Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email