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

Atticus Wealth Management, LLC

  • $294 Million
  • Q4 2024

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 1,645 shares of ESML stock, worth $63,348. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,645
Previous 1,639 0.37%
Holding current value
$63,348
Previous $68,000 1.47%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
439
Shares Held
34.7M
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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