Brewster Financial Planning LLC Ishares Esg Aware Msci Usa Sma Transaction History

Brewster Financial Planning LLC

  • $129 Million
  • Q3 2024

A detailed history of Brewster Financial Planning LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Brewster Financial Planning LLC holds 9,830 shares of ESML stock, worth $432,716. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,830
Previous 9,830 -0.0%
Holding current value
$432,716
Previous $411,000 -0.0%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Jul 18, 2024
BUY
$36.99 - $39.96 $17,607 - $19,020
476 Added 5.09%
9,830 $378,000
Q4 2023

Jan 17, 2024
SELL
$30.96 - $38.59 $91,672 - $114,264
-2,961 Reduced 24.04%
9,354 $355,000
Q2 2023

Jul 17, 2023
BUY
$32.46 - $35.52 $200,602 - $219,513
6,180 Added 100.73%
12,315 $437,000
Q4 2022

Jan 13, 2023
BUY
$31.03 - $35.26 $190,369 - $216,320
6,135 New
6,135 $0
Q2 2022

Jul 26, 2022
SELL
$30.34 - $38.42 $186,135 - $235,706
-6,135 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$38.24 - $42.82 $234,602 - $262,700
6,135 New
6,135 $247,000

Others Institutions Holding ESML

# of Institutions
416
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
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More about ESML
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