Atria Wealth Solutions, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,940 shares of ESML stock, worth $256,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,940
Holding current value
$256,073
% of portfolio
0.0%

Shares

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

Jan 31, 2025
BUY
$41.09 - $45.94 $244,074 - $272,883
5,940 New
5,940 $249,000
Q3 2023

Nov 08, 2023
SELL
$33.21 - $37.37 $897,267 - $1.01 Million
-27,018 Reduced 50.54%
26,439 $889,000
Q2 2023

Aug 03, 2023
SELL
$32.46 - $35.52 $82,123 - $89,865
-2,530 Reduced 4.52%
53,457 $1.9 Million
Q1 2023

Aug 22, 2023
SELL
$32.27 - $37.51 $149,894 - $174,233
-4,645 Reduced 8.69%
48,812 $1.66 Million
Q1 2023

Jun 14, 2023
BUY
$32.27 - $37.51 $231,537 - $269,134
7,175 Added 14.7%
55,987 $1.9 Million
Q1 2023

May 10, 2023
SELL
$32.27 - $37.51 $231,537 - $269,134
-7,175 Reduced 12.82%
48,812 $1.66 Million
Q4 2022

Aug 30, 2023
BUY
$31.03 - $35.26 $78,505 - $89,207
2,530 Added 4.73%
55,987 $1.84 Million
Q4 2022

Feb 13, 2023
SELL
$31.03 - $35.26 $90,018 - $102,289
-2,901 Reduced 4.93%
55,987 $1.84 Million
Q3 2022

Nov 14, 2022
BUY
$30.47 - $36.87 $11,974 - $14,489
393 Added 0.67%
58,888 $1.81 Million
Q2 2022

Aug 15, 2022
SELL
$30.34 - $38.42 $186,348 - $235,975
-6,142 Reduced 9.5%
58,495 $1.84 Million
Q1 2022

May 16, 2022
BUY
$35.57 - $40.83 $2.3 Million - $2.64 Million
64,637 New
64,637 $2.46 Million

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
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