Centerpoint Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Centerpoint Advisors, LLC

$295 Million
Q2 2025

A detailed history of Centerpoint Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 409 shares of ESML stock, worth $17,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares

409

Previous 361 13.3%

Holding current value

$17,975

Previous $14,000 21.43%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$33.46 - $41.33 $1,606 - $1,983	48 Added 13.3%	409 $17,000
Q1 2025 May 12, 2025	BUY	$37.84 - $44.02 $3,216 - $3,741	85 Added 30.8%	361 $14,000
Q4 2024 Jan 31, 2025	BUY	$41.09 - $45.94 $3,410 - $3,813	83 Added 43.01%	276 $12,000
Q2 2024 Jul 30, 2024	BUY	$36.99 - $39.96 $776 - $839	21 Added 12.21%	193 $7,000
Q1 2024 May 02, 2024	BUY	$36.33 - $40.27 $1,162 - $1,288	32 Added 22.86%	172 $7,000
Q4 2023 Jan 16, 2024	BUY	$30.96 - $38.59 $2,476 - $3,087	80 Added 133.33%	140 $5,000
Q3 2023 Nov 01, 2023	BUY	$33.21 - $37.37 $265 - $298	8 Added 15.38%	60 $2,000
Q2 2023 Jul 17, 2023	BUY	$32.46 - $35.52 $1,103 - $1,207	34 Added 188.89%	52 $2,000
Q1 2023 May 03, 2023	BUY	$32.27 - $37.51 $580 - $675	18 New	18 $1,000

Others Institutions Holding ESML

# of Institutions

440

Shares Held

33.8M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

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

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.

Account

Centerpoint Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History