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

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,939 shares of ESML stock, worth $88,631. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,939
Previous 3,813 49.15%
Holding current value
$88,631
Previous $146,000 45.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
$33.46 - $41.33 $62,704 - $77,452
-1,874 Reduced 49.15%
1,939 $80,000
Q3 2022

Nov 14, 2022
SELL
$30.47 - $36.87 $40,829 - $49,405
-1,340 Reduced 26.0%
3,813 $117,000
Q2 2022

Aug 12, 2022
SELL
$30.34 - $38.42 $364 - $461
-12 Reduced 0.23%
5,153 $162,000
Q1 2022

May 04, 2022
BUY
$35.57 - $40.83 $10,315 - $11,840
290 Added 5.95%
5,165 $196,000
Q4 2021

Feb 14, 2022
BUY
$38.24 - $42.82 $186,420 - $208,747
4,875 New
4,875 $197,000

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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