Aaron Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 5,590 shares of ESML stock, worth $240,984. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,590
Previous 6,128 8.78%
Holding current value
$240,984
Previous $256,000 8.2%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 15, 2025
SELL
$41.09 - $45.94 $22,106 - $24,715
-538 Reduced 8.78%
5,590 $235,000
Q3 2024

Oct 17, 2024
BUY
$38.03 - $42.06 $228 - $252
6 Added 0.1%
6,128 $256,000
Q2 2024

Jul 22, 2024
BUY
$36.99 - $39.96 $24,265 - $26,213
656 Added 12.0%
6,122 $235,000
Q1 2024

Apr 25, 2024
BUY
$36.33 - $40.27 $6,612 - $7,329
182 Added 3.44%
5,466 $220,000
Q4 2023

Jan 26, 2024
BUY
$30.96 - $38.59 $163,592 - $203,909
5,284 New
5,284 $200,000
Q2 2023

Jul 26, 2023
BUY
$32.46 - $35.52 $185,508 - $202,996
5,715 New
5,715 $202,000
Q2 2022

Jul 22, 2022
SELL
$30.34 - $38.42 $13 Million - $16.5 Million
-428,427 Reduced 96.9%
13,711 $431,000
Q1 2022

May 10, 2022
BUY
$35.57 - $40.83 $15.3 Million - $17.6 Million
430,546 Added 3714.16%
442,138 $11.6 Million
Q4 2021

Jan 21, 2022
BUY
$38.24 - $42.82 $86,231 - $96,559
2,255 Added 24.15%
11,592 $467,000
Q4 2020

Feb 04, 2021
BUY
$26.87 - $34.54 $250,885 - $322,499
9,337 New
9,337 $318,000

Others Institutions Holding ESML

# of Institutions
431
Shares Held
34.5M
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 Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors 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 Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email