A detailed history of Apollon Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 6,267 shares of ESML stock, worth $271,361. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,267
Previous 6,264 0.05%
Holding current value
$271,361
Previous $241,000 8.71%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$38.03 - $42.06 $114 - $126
3 Added 0.05%
6,267 $262,000
Q2 2024

Jul 19, 2024

SELL
$36.99 - $39.96 $86,778 - $93,746
-2,346 Reduced 27.25%
6,264 $241,000
Q1 2024

May 02, 2024

BUY
$36.33 - $40.27 $11,080 - $12,282
305 Added 3.67%
8,610 $346,000
Q4 2023

Feb 06, 2024

BUY
$30.96 - $38.59 $53,436 - $66,606
1,726 Added 26.23%
8,305 $315,000
Q3 2023

Nov 14, 2023

BUY
$33.21 - $37.37 $6,077 - $6,838
183 Added 2.86%
6,579 $221,000
Q2 2023

Aug 04, 2023

BUY
$32.46 - $35.52 $207,614 - $227,185
6,396 New
6,396 $227,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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