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

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,266 shares of ESML stock, worth $233,283. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,266
Previous 5,201 1.25%
Holding current value
$233,283
Previous $234 Million 3.27%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$43.95 - $46.24 $2,856 - $3,005
65 Added 1.25%
5,266 $242 Million
Q3 2025

Oct 31, 2025
BUY
$41.34 - $45.65 $2,604 - $2,875
63 Added 1.23%
5,201 $234 Million
Q2 2025

Sep 25, 2025
SELL
$33.46 - $41.33 $29,578 - $36,535
-884 Reduced 14.68%
5,138 $212 Million
Q1 2025

May 15, 2025
BUY
$37.84 - $44.02 $6,735 - $7,835
178 Added 3.05%
6,022 $231 Million
Q4 2024

Feb 12, 2025
BUY
$41.09 - $45.94 $11,464 - $12,817
279 Added 5.01%
5,844 $246 Million
Q3 2024

Nov 13, 2024
BUY
$38.03 - $42.06 $211,636 - $234,063
5,565 New
5,565 $233 Million

Others Institutions Holding ESML

# of Institutions
447
Shares Held
32.8M
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
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