A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 18,863 shares of ESML stock, worth $783,757. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,863
Previous 18,345 2.82%
Holding current value
$783,757
Previous $738,000 1.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 15, 2024

BUY
$36.99 - $39.96 $19,160 - $20,699
518 Added 2.82%
18,863 $726,000
Q1 2024

May 14, 2024

BUY
$36.33 - $40.27 $34,331 - $38,055
945 Added 5.43%
18,345 $738,000
Q4 2023

Feb 14, 2024

BUY
$30.96 - $38.59 $39,195 - $48,854
1,266 Added 7.85%
17,400 $661,000
Q3 2023

Nov 14, 2023

SELL
$33.21 - $37.37 $14,114 - $15,882
-425 Reduced 2.57%
16,134 $542,000
Q2 2023

Aug 15, 2023

BUY
$32.46 - $35.52 $36,939 - $40,421
1,138 Added 7.38%
16,559 $588,000
Q1 2023

May 15, 2023

BUY
$32.27 - $37.51 $11,746 - $13,653
364 Added 2.42%
15,421 $524,000
Q4 2022

Feb 14, 2023

BUY
$31.03 - $35.26 $32,147 - $36,529
1,036 Added 7.39%
15,057 $495,000
Q3 2022

Nov 14, 2022

BUY
$30.47 - $36.87 $1,066 - $1,290
35 Added 0.25%
14,021 $430,000
Q2 2022

Aug 15, 2022

BUY
$30.34 - $38.42 $4,915 - $6,224
162 Added 1.17%
13,986 $441,000
Q1 2022

May 11, 2022

BUY
$35.57 - $40.83 $136,624 - $156,828
3,841 Added 38.48%
13,824 $526,000
Q2 2021

Aug 16, 2021

BUY
$38.02 - $40.93 $9,505 - $10,232
250 Added 2.57%
9,983 $403,000
Q1 2021

May 14, 2021

SELL
$33.7 - $40.38 $11,458 - $13,729
-340 Reduced 3.38%
9,733 $375,000
Q3 2020

Nov 13, 2020

BUY
$24.55 - $27.91 $4,910 - $5,582
200 Added 2.03%
10,073 $267,000
Q2 2020

Aug 14, 2020

BUY
$18.34 - $27.14 $181,070 - $267,953
9,873 New
9,873 $248,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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