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

Brewster Financial Planning LLC

  • $116 Million
  • Q1 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 9,354 shares of ESML stock, worth $358,351. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,354
Previous 9,354 -0.0%
Holding current value
$358,351
Previous $355,000 5.92%
% of portfolio
0.32%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$32.22 - $35.26 $197,669 - $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
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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