A detailed history of Bridgeworth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Bridgeworth, LLC holds 9,321 shares of ESML stock, worth $403,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,321
Previous 9,321 -0.0%
Holding current value
$403,599
Previous $313,000 13.1%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023

SELL
$33.21 - $37.37 $34,505 - $38,827
-1,039 Reduced 10.03%
9,321 $313,000
Q2 2023

Jul 31, 2023

BUY
$32.46 - $35.52 $59,531 - $65,143
1,834 Added 21.51%
10,360 $367,000
Q1 2023

Apr 19, 2023

SELL
$32.27 - $37.51 $6,260 - $7,276
-194 Reduced 2.22%
8,526 $289,000
Q4 2022

Feb 06, 2023

BUY
$31.03 - $35.26 $5,616 - $6,382
181 Added 2.12%
8,720 $286,000
Q3 2022

Oct 28, 2022

BUY
$30.47 - $36.87 $260,183 - $314,832
8,539 New
8,539 $262,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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