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

Boston Standard Wealth Management, LLC

  • $514 Billion
  • Q3 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 13,631 shares of ESML stock, worth $602,762. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,631
Previous 13,151 3.65%
Holding current value
$602,762
Previous $506 Million 12.65%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 07, 2024
BUY
$38.03 - $42.06 $18,254 - $20,188
480 Added 3.65%
13,631 $570 Million
Q2 2024

Jul 10, 2024
BUY
$36.99 - $39.96 $4,068 - $4,395
110 Added 0.84%
13,151 $506 Million
Q1 2024

Apr 11, 2024
BUY
$36.33 - $40.27 $14,023 - $15,544
386 Added 3.05%
13,041 $525 Million
Q3 2023

Oct 10, 2023
SELL
$33.21 - $37.37 $20,224 - $22,758
-609 Reduced 4.59%
12,655 $426 Million
Q2 2023

Jul 06, 2023
BUY
$32.46 - $35.52 $16,294 - $17,831
502 Added 3.93%
13,264 $471 Million
Q1 2023

Apr 04, 2023
SELL
$32.27 - $37.51 $83,288 - $96,813
-2,581 Reduced 16.82%
12,762 $434 Million
Q4 2022

Jan 10, 2023
SELL
$31.03 - $35.26 $992 - $1,128
-32 Reduced 0.21%
15,343 $505 Million
Q3 2022

Oct 13, 2022
BUY
$30.47 - $36.87 $1,493 - $1,806
49 Added 0.32%
15,375 $472 Million
Q2 2022

Jul 12, 2022
SELL
$30.34 - $38.42 $446,483 - $565,388
-14,716 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$35.57 - $40.83 $7,932 - $9,105
223 Added 1.54%
14,716 $560 Million
Q4 2021

Jan 18, 2022
BUY
$38.24 - $42.82 $2,141 - $2,397
56 Added 0.39%
14,493 $584 Million
Q3 2021

Oct 07, 2021
BUY
$37.66 - $40.76 $25,834 - $27,961
686 Added 4.99%
14,437 $563 Million
Q2 2021

Jul 13, 2021
BUY
$38.02 - $40.93 $104,098 - $112,066
2,738 Added 24.86%
13,751 $555 Million
Q1 2021

Apr 19, 2021
BUY
$33.7 - $40.38 $34,542 - $41,389
1,025 Added 10.26%
11,013 $424,000
Q4 2020

Jan 12, 2021
BUY
$26.87 - $34.54 $1,155 - $1,485
43 Added 0.43%
9,988 $341 Million
Q3 2020

Oct 20, 2020
BUY
$24.55 - $27.91 $17,062 - $19,397
695 Added 7.51%
9,945 $263,000
Q2 2020

Jul 06, 2020
BUY
$18.34 - $27.14 $169,645 - $251,045
9,250 New
9,250 $232 Million

Others Institutions Holding ESML

# of Institutions
413
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
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