A detailed history of Atticus Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,829 shares of ESML stock, worth $69,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,829
Previous 1,825 0.22%
Holding current value
$69,940
Previous $69,000 5.8%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$36.33 - $40.27 $145 - $161
4 Added 0.22%
1,829 $73,000
Q4 2023

Jan 17, 2024

BUY
$30.96 - $38.59 $11,981 - $14,934
387 Added 26.91%
1,825 $69,000
Q2 2023

Jul 20, 2023

BUY
$32.46 - $35.52 $46,677 - $51,077
1,438 New
1,438 $51,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.