Cape Investment Advisory, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 636 shares of ESML stock, worth $28,594. This represents 0.01% of its overall portfolio holdings.

Number of Shares
636
Previous 551 15.43%
Holding current value
$28,594
Previous $21.2 Million 24.2%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$33.46 - $41.33 $2,844 - $3,513
85 Added 15.43%
636 $26.3 Million
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $20,954 - $23,175
551 New
551 $23 Million

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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