Ae Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Ae Wealth Management LLC holds 366 shares of ESML stock, worth $16,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
366
Previous 571 35.9%
Holding current value
$16,455
Previous $21,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$33.46 - $41.33 $6,859 - $8,472
-205 Reduced 35.9%
366 $15,000
Q1 2025

May 06, 2025
BUY
$37.84 - $44.02 $529 - $616
14 Added 2.51%
571 $21,000
Q4 2024

Feb 13, 2025
BUY
$41.09 - $45.94 $22,887 - $25,588
557 New
557 $23,000
Q3 2023

Oct 11, 2023
SELL
$33.21 - $37.37 $185,743 - $209,010
-5,593 Reduced 43.69%
7,209 $242,000
Q2 2023

Jul 10, 2023
BUY
$32.46 - $35.52 $17,723 - $19,393
546 Added 4.45%
12,802 $454,000
Q1 2023

Apr 14, 2023
SELL
$32.27 - $37.51 $124,981 - $145,276
-3,873 Reduced 24.01%
12,256 $416,000
Q4 2022

Jan 31, 2023
SELL
$31.03 - $35.26 $92,903 - $105,568
-2,994 Reduced 15.66%
16,129 $530,000
Q3 2022

Oct 25, 2022
SELL
$30.47 - $36.87 $1,340 - $1,622
-44 Reduced 0.23%
19,123 $586,000
Q2 2022

Aug 03, 2022
BUY
$30.34 - $38.42 $5,339 - $6,761
176 Added 0.93%
19,167 $604,000
Q1 2022

Apr 18, 2022
SELL
$35.57 - $40.83 $147,046 - $168,791
-4,134 Reduced 17.88%
18,991 $722,000
Q4 2021

Jan 20, 2022
BUY
$38.24 - $42.82 $378,002 - $423,275
9,885 Added 74.66%
23,125 $932,000
Q3 2021

Nov 01, 2021
BUY
$37.66 - $40.76 $186,831 - $202,210
4,961 Added 59.92%
13,240 $516,000
Q2 2021

Jul 21, 2021
BUY
$38.02 - $40.93 $314,767 - $338,859
8,279 New
8,279 $334,000

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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