A detailed history of Apcm Wealth Management For Individuals transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 112,891 shares of ESML stock, worth $4.51 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
112,891
Previous 120,622 6.41%
Holding current value
$4.51 Million
Previous $4.86 Million 10.52%
% of portfolio
0.67%
Previous 0.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$36.99 - $39.96 $285,969 - $308,930
-7,731 Reduced 6.41%
112,891 $4.35 Million
Q1 2024

Apr 18, 2024

BUY
$36.33 - $40.27 $718,462 - $796,379
19,776 Added 19.61%
120,622 $4.86 Million
Q4 2023

Jan 16, 2024

SELL
$30.96 - $38.59 $247,339 - $308,295
-7,989 Reduced 7.34%
100,846 $3.83 Million
Q3 2023

Oct 31, 2023

BUY
$33.21 - $37.37 $174,418 - $196,267
5,252 Added 5.07%
108,835 $3.66 Million
Q2 2023

Jul 28, 2023

BUY
$32.46 - $35.52 $43,399 - $47,490
1,337 Added 1.31%
103,583 $3.68 Million
Q1 2023

May 09, 2023

SELL
$32.27 - $37.51 $150,765 - $175,246
-4,672 Reduced 4.37%
102,246 $3.48 Million
Q4 2022

Feb 01, 2023

BUY
$32.22 - $35.26 $168,607 - $184,515
5,233 Added 5.15%
106,918 $3.52 Million
Q3 2022

Oct 21, 2022

BUY
$31.07 - $36.87 $3.16 Million - $3.75 Million
101,685 New
101,685 $3.12 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 Apcm Wealth Management For Individuals Portfolio

Follow Apcm Wealth Management For Individuals 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 Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.