A detailed history of Bell Investment Advisors, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 31,045 shares of ESML stock, worth $1.29 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
31,045
Previous 30,398 2.13%
Holding current value
$1.29 Million
Previous $1.22 Million 2.37%
% of portfolio
0.24%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$36.99 - $39.96 $23,932 - $25,854
647 Added 2.13%
31,045 $1.2 Million
Q1 2024

May 08, 2024

SELL
$36.33 - $40.27 $1,126 - $1,248
-31 Reduced 0.1%
30,398 $1.22 Million
Q4 2023

Feb 14, 2024

SELL
$30.96 - $38.59 $1,393 - $1,736
-45 Reduced 0.15%
30,429 $1.16 Million
Q3 2023

Nov 08, 2023

SELL
$33.21 - $37.37 $12,320 - $13,864
-371 Reduced 1.2%
30,474 $1.03 Million
Q2 2023

Aug 09, 2023

BUY
$32.46 - $35.52 $102,411 - $112,065
3,155 Added 11.39%
30,845 $1.1 Million
Q1 2023

May 10, 2023

BUY
$32.27 - $37.51 $157,413 - $182,973
4,878 Added 21.38%
27,690 $941,000
Q4 2022

Feb 08, 2023

SELL
$31.03 - $35.26 $44,465 - $50,527
-1,433 Reduced 5.91%
22,812 $750,000
Q3 2022

Nov 09, 2022

BUY
$30.47 - $36.87 $74,895 - $90,626
2,458 Added 11.28%
24,245 $744,000
Q2 2022

Aug 12, 2022

BUY
$30.34 - $38.42 $87,621 - $110,956
2,888 Added 15.28%
21,787 $686,000
Q4 2021

Feb 14, 2022

BUY
$38.24 - $42.82 $85,848 - $96,130
2,245 Added 13.48%
18,899 $762,000
Q3 2021

Nov 12, 2021

BUY
$37.66 - $40.76 $627,189 - $678,817
16,654 New
16,654 $650,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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