Advisor Net Financial, Inc Ishares Esg Aware Msci Usa Sma Transaction History

Advisor Net Financial, Inc

  • $1.13 Billion
  • Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Advisor Net Financial, Inc holds 5,283 shares of ESML stock, worth $228,859. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,283
Previous 8,416 37.23%
Holding current value
$228,859
Previous $351,000 36.75%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 13, 2025
SELL
$41.09 - $45.94 $128,734 - $143,930
-3,133 Reduced 37.23%
5,283 $222,000
Q3 2024

Oct 15, 2024
BUY
$38.03 - $42.06 $4,069 - $4,500
107 Added 1.29%
8,416 $351,000
Q2 2024

Jul 16, 2024
BUY
$36.99 - $39.96 $28,556 - $30,849
772 Added 10.24%
8,309 $319,000
Q1 2024

Apr 12, 2024
SELL
$36.33 - $40.27 $27,029 - $29,960
-744 Reduced 8.98%
7,537 $303,000
Q4 2023

Jan 19, 2024
BUY
$30.96 - $38.59 $40,991 - $51,093
1,324 Added 19.03%
8,281 $314,000
Q3 2023

Oct 12, 2023
SELL
$33.21 - $37.37 $41,811 - $47,048
-1,259 Reduced 15.32%
6,957 $234,000
Q2 2023

Jul 14, 2023
BUY
$32.46 - $35.52 $23,046 - $25,219
710 Added 9.46%
8,216 $291,000
Q1 2023

Apr 28, 2023
SELL
$32.27 - $37.51 $70,380 - $81,809
-2,181 Reduced 22.51%
7,506 $255,000
Q4 2022

Jan 13, 2023
BUY
$31.03 - $35.26 $40,090 - $45,555
1,292 Added 15.39%
9,687 $0
Q3 2022

Oct 04, 2022
BUY
$30.47 - $36.87 $166,274 - $201,199
5,457 Added 185.74%
8,395 $257,000
Q2 2022

Jul 07, 2022
SELL
$30.34 - $38.42 $2,214 - $2,804
-73 Reduced 2.42%
2,938 $93,000
Q1 2022

Apr 14, 2022
BUY
$35.57 - $40.83 $46,738 - $53,650
1,314 Added 77.43%
3,011 $115,000
Q4 2021

Jan 19, 2022
SELL
$38.24 - $42.82 $5,736 - $6,423
-150 Reduced 8.12%
1,697 $68,000
Q3 2021

Oct 15, 2021
BUY
$37.66 - $40.76 $51,556 - $55,800
1,369 Added 286.4%
1,847 $72,000
Q2 2021

Jul 06, 2021
BUY
$38.02 - $40.93 $10,227 - $11,010
269 Added 128.71%
478 $19,000
Q1 2021

Apr 14, 2021
BUY
$33.7 - $40.38 $1,853 - $2,220
55 Added 35.71%
209 $8,000
Q4 2020

Feb 04, 2021
SELL
$26.87 - $34.54 $42,024 - $54,020
-1,564 Reduced 91.04%
154 $5,000
Q3 2020

Nov 06, 2020
BUY
$24.55 - $27.91 $25,924 - $29,472
1,056 Added 159.52%
1,718 $46,000
Q2 2020

Aug 26, 2020
BUY
$18.34 - $27.14 $1,393 - $2,062
76 Added 12.97%
662 $17,000
Q1 2020

May 14, 2020
BUY
$17.16 - $29.57 $10,055 - $17,328
586 New
586 $12,000

Others Institutions Holding ESML

# of Institutions
416
Shares Held
34.6M
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 Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc 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 Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email