Adviser Investments LLC Ishares Esg Aware Msci Usa Sma Transaction History

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024

A detailed history of Adviser Investments LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Adviser Investments LLC holds 10,438 shares of ESML stock, worth $449,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,438
Previous 9,741 7.16%
Holding current value
$449,982
Previous $407,000 7.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 12, 2025
BUY
$41.09 - $45.94 $28,639 - $32,020
697 Added 7.16%
10,438 $438,000
Q2 2024

Aug 12, 2024
SELL
$36.99 - $39.96 $21,047 - $22,737
-569 Reduced 5.52%
9,741 $375,000
Q1 2024

Apr 29, 2024
SELL
$36.33 - $40.27 $37,238 - $41,276
-1,025 Reduced 9.04%
10,310 $415,000
Q4 2023

Feb 01, 2024
BUY
$30.96 - $38.59 $350,931 - $437,417
11,335 New
11,335 $430,000
Q3 2022

Oct 14, 2022
SELL
$30.47 - $36.87 $1.92 Million - $2.32 Million
-62,890 Reduced 89.91%
7,058 $216,000
Q2 2022

Jul 14, 2022
SELL
$30.34 - $38.42 $15,200 - $19,248
-501 Reduced 0.71%
69,948 $2.2 Million
Q1 2022

May 04, 2022
BUY
$35.57 - $40.83 $56,342 - $64,674
1,584 Added 2.3%
70,449 $2.68 Million
Q4 2021

Jan 31, 2022
BUY
$38.24 - $42.82 $121,373 - $135,910
3,174 Added 4.83%
68,865 $2.78 Million
Q3 2021

Nov 05, 2021
BUY
$37.66 - $40.76 $75,094 - $81,275
1,994 Added 3.13%
65,691 $2.56 Million
Q2 2021

Jul 09, 2021
BUY
$38.02 - $40.93 $89,499 - $96,349
2,354 Added 3.84%
63,697 $2.57 Million
Q1 2021

May 05, 2021
BUY
$33.7 - $40.38 $340,875 - $408,443
10,115 Added 19.75%
61,343 $2.36 Million
Q4 2020

Jan 26, 2021
BUY
$26.87 - $34.54 $423,363 - $544,212
15,756 Added 44.42%
51,228 $1.75 Million
Q3 2020

Nov 13, 2020
SELL
$24.55 - $27.91 $5,229 - $5,944
-213 Reduced 0.6%
35,472 $941,000
Q2 2020

Aug 03, 2020
BUY
$18.34 - $27.14 $17,624 - $26,081
961 Added 2.77%
35,685 $895,000
Q1 2020

Apr 08, 2020
SELL
$17.16 - $29.57 $167,721 - $289,017
-9,774 Reduced 21.97%
34,724 $693,000
Q4 2019

Feb 07, 2020
BUY
$25.83 - $29.01 $734,708 - $825,160
28,444 Added 177.18%
44,498 $1.29 Million
Q3 2019

Nov 13, 2019
BUY
$25.56 - $27.59 $410,340 - $442,929
16,054 New
16,054 $429,000

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 Adviser Investments LLC Portfolio

Follow Adviser Investments 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email