A detailed history of Diversify Advisory Services, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,738 shares of ESML stock, worth $498,395. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,738
Previous 10,230 14.74%
Holding current value
$498,395
Previous $389 Million 26.33%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$38.03 - $42.06 $57,349 - $63,426
1,508 Added 14.74%
11,738 $491 Million
Q2 2024

Jul 12, 2024

SELL
$36.99 - $39.96 $34,363 - $37,122
-929 Reduced 8.33%
10,230 $389 Million
Q1 2024

Apr 30, 2024

BUY
$36.33 - $40.27 $405,406 - $449,372
11,159 New
11,159 $444 Million

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.