Bogart Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,647 shares of ESML stock, worth $62,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,647
Previous 1,662 0.9%
Holding current value
$62,981
Previous $63,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 25, 2024
SELL
$36.33 - $40.27 $544 - $604
-15 Reduced 0.9%
1,647 $66,000
Q4 2023

Feb 06, 2024
BUY
$30.96 - $38.59 $6,749 - $8,412
218 Added 15.1%
1,662 $63,000
Q3 2023

Oct 30, 2023
BUY
$33.21 - $37.37 $28,726 - $32,325
865 Added 149.4%
1,444 $48,000
Q2 2023

Jul 28, 2023
BUY
$32.46 - $35.52 $292 - $319
9 Added 1.58%
579 $20,000
Q1 2023

Apr 21, 2023
BUY
$32.27 - $37.51 $13,230 - $15,379
410 Added 256.25%
570 $19,000
Q2 2021

Aug 06, 2021
BUY
$38.02 - $40.93 $6,083 - $6,548
160 New
160 $6,000

Others Institutions Holding ESML

# of Institutions
395
Shares Held
32.1M
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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