Cliftonlarsonallen Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 34,970 shares of ESML stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,970
Previous 30,563 14.42%
Holding current value
$1.38 Million
Previous $1.29 Million 4.51%
% of portfolio
0.03%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$37.84 - $44.02 $166,760 - $193,996
4,407 Added 14.42%
34,970 $1.34 Million
Q4 2024

Jan 14, 2025
BUY
$41.09 - $45.94 $9,615 - $10,749
234 Added 0.77%
30,563 $1.29 Million
Q3 2024

Oct 11, 2024
SELL
$38.03 - $42.06 $166,038 - $183,633
-4,366 Reduced 12.58%
30,329 $1.27 Million
Q2 2024

Jul 11, 2024
BUY
$36.99 - $39.96 $315,561 - $340,898
8,531 Added 32.61%
34,695 $1.34 Million
Q1 2024

May 02, 2024
SELL
$36.33 - $40.27 $72,732 - $80,620
-2,002 Reduced 7.11%
26,164 $1.05 Million
Q4 2023

Jan 16, 2024
BUY
$30.96 - $38.59 $57,461 - $71,623
1,856 Added 7.05%
28,166 $1.07 Million
Q3 2023

Oct 13, 2023
SELL
$33.21 - $37.37 $12,951 - $14,574
-390 Reduced 1.46%
26,310 $885,000
Q2 2023

Jul 14, 2023
SELL
$32.46 - $35.52 $22,105 - $24,189
-681 Reduced 2.49%
26,700 $948,000
Q1 2023

Apr 12, 2023
BUY
$32.27 - $37.51 $37,852 - $43,999
1,173 Added 4.48%
27,381 $930,000
Q4 2022

Jan 19, 2023
SELL
$31.03 - $35.26 $21,658 - $24,611
-698 Reduced 2.59%
26,208 $0
Q3 2022

Oct 12, 2022
BUY
$30.47 - $36.87 $44,272 - $53,572
1,453 Added 5.71%
26,906 $825,000
Q2 2022

Jul 08, 2022
BUY
$30.34 - $38.42 $56,584 - $71,653
1,865 Added 7.91%
25,453 $802,000
Q1 2022

Apr 27, 2022
SELL
$35.57 - $40.83 $120,617 - $138,454
-3,391 Reduced 12.57%
23,588 $897,000
Q4 2021

Jan 26, 2022
BUY
$38.24 - $42.82 $8,145 - $9,120
213 Added 0.8%
26,979 $1.09 Million
Q3 2021

Nov 02, 2021
BUY
$37.66 - $40.76 $1.01 Million - $1.09 Million
26,766 New
26,766 $1.04 Million
Q3 2021

Oct 14, 2021
SELL
$37.66 - $40.76 $862,225 - $933,200
-22,895 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$38.02 - $40.93 $369,060 - $397,307
9,707 Added 73.6%
22,895 $924,000
Q1 2021

May 24, 2021
BUY
$33.7 - $40.38 $444,435 - $532,531
13,188 New
13,188 $508,000

Others Institutions Holding ESML

# of Institutions
426
Shares Held
34.7M
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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