Atticus Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

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 1,408 shares of ESML stock, worth $50,589. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,645 14.41%
Holding current value
$50,589
Previous $69,000 21.74%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$37.84 - $44.02 $8,968 - $10,432
-237 Reduced 14.41%
1,408 $54,000
Q4 2024

Jan 22, 2025
BUY
$41.09 - $45.94 $246 - $275
6 Added 0.37%
1,645 $69,000
Q3 2024

Oct 15, 2024
BUY
$38.03 - $42.06 $152 - $168
4 Added 0.24%
1,639 $68,000
Q2 2024

Jul 17, 2024
SELL
$36.99 - $39.96 $7,176 - $7,752
-194 Reduced 10.61%
1,635 $62,000
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

# of Institutions
431
Shares Held
34.6M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email