A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,792 shares of ESML stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,792
Previous 27,229 2.07%
Holding current value
$1.27 Million
Previous $1.05 Million 10.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$38.03 - $42.06 $21,410 - $23,679
563 Added 2.07%
27,792 $1.16 Million
Q2 2024

Aug 09, 2024

SELL
$36.99 - $39.96 $16,793 - $18,141
-454 Reduced 1.64%
27,229 $1.05 Million
Q1 2024

May 14, 2024

BUY
$36.33 - $40.27 $14,858 - $16,470
409 Added 1.5%
27,683 $1.11 Million
Q4 2023

Feb 06, 2024

BUY
$30.96 - $38.59 $296,380 - $369,422
9,573 Added 54.08%
27,274 $1.04 Million
Q3 2023

Nov 14, 2023

BUY
$33.21 - $37.37 $14,645 - $16,480
441 Added 2.56%
17,701 $595,000
Q2 2023

Aug 08, 2023

SELL
$32.46 - $35.52 $46,125 - $50,473
-1,421 Reduced 7.61%
17,260 $613,000
Q1 2023

May 03, 2023

SELL
$32.27 - $37.51 $63,539 - $73,857
-1,969 Reduced 9.54%
18,681 $634,000
Q4 2022

Feb 14, 2023

SELL
$31.03 - $35.26 $13,032 - $14,809
-420 Reduced 1.99%
20,650 $678,000
Q3 2022

Nov 14, 2022

BUY
$30.47 - $36.87 $17,489 - $21,163
574 Added 2.8%
21,070 $646,000
Q2 2022

Aug 11, 2022

BUY
$30.34 - $38.42 $88,471 - $112,032
2,916 Added 16.59%
20,496 $646,000
Q1 2022

Aug 11, 2022

BUY
$35.57 - $40.83 $51,398 - $58,999
1,445 Added 8.96%
17,580 $669,000
Q4 2021

Aug 11, 2022

BUY
$38.24 - $42.82 $617,002 - $690,900
16,135 New
16,135 $651,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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