Caliber Wealth Management, LLC / Ks Ishares Esg Aware Msci Usa Sma Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 21,065 shares of ESML stock, worth $933,179. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,065
Previous 20,351 3.51%
Holding current value
$933,179
Previous $841 Million 12.9%
% of portfolio
0.11%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$41.34 - $45.65 $29,516 - $32,594
714 Added 3.51%
21,065 $950 Million
Q2 2025

Jul 30, 2025
BUY
$33.46 - $41.33 $680,944 - $841,106
20,351 New
20,351 $841 Million

Others Institutions Holding ESML

# of Institutions
448
Shares Held
32.8M
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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