Ci Private Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Ci Private Wealth, LLC holds 24,966 shares of ESML stock, worth $1.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,966
Previous 76,240 67.25%
Holding current value
$1.12 Million
Previous $3.15 Million 67.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Sep 26, 2025
SELL
$33.46 - $41.33 $1.72 Million - $2.12 Million
-51,274 Reduced 67.25%
24,966 $1.03 Million
Q2 2025

Aug 15, 2025
SELL
$33.46 - $41.33 $83,215 - $102,787
-2,487 Reduced 3.16%
76,240 $3.15 Million
Q1 2025

May 14, 2025
SELL
$37.84 - $44.02 $85,177 - $99,089
-2,251 Reduced 2.78%
78,727 $3.02 Million
Q4 2024

Feb 10, 2025
BUY
$41.09 - $45.94 $40,227 - $44,975
979 Added 1.22%
80,978 $3.41 Million
Q3 2024

Nov 12, 2024
BUY
$38.03 - $42.06 $154,173 - $170,511
4,054 Added 5.34%
79,999 $3.35 Million
Q2 2024

Aug 13, 2024
BUY
$36.99 - $39.96 $126,579 - $136,743
3,422 Added 4.72%
75,945 $2.92 Million
Q1 2024

May 09, 2024
BUY
$36.33 - $40.27 $7,520 - $8,335
207 Added 0.29%
72,523 $2.92 Million
Q4 2023

Feb 09, 2024
SELL
$30.96 - $38.59 $13,158 - $16,400
-425 Reduced 0.58%
72,316 $2.75 Million
Q3 2023

Nov 03, 2023
SELL
$33.21 - $37.37 $128,090 - $144,136
-3,857 Reduced 5.04%
72,741 $2.45 Million
Q2 2023

Aug 10, 2023
BUY
$32.46 - $35.52 $263,867 - $288,742
8,129 Added 11.87%
76,598 $2.72 Million
Q1 2023

May 15, 2023
BUY
$32.27 - $37.51 $209,206 - $243,177
6,483 Added 10.46%
68,469 $2.33 Million
Q4 2022

Feb 15, 2023
BUY
$31.03 - $35.26 $1.92 Million - $2.19 Million
61,986 New
61,986 $2.04 Million

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.1M
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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