A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 8,848 shares of ESML stock, worth $400,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,848
Previous 7,409 19.42%
Holding current value
$400,283
Previous $298,000 14.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

BUY
$36.99 - $39.96 $53,228 - $57,502
1,439 Added 19.42%
8,848 $340,000
Q1 2024

May 09, 2024

BUY
$36.33 - $40.27 $269,168 - $298,360
7,409 New
7,409 $298,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.