Cws Financial Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Cws Financial Advisors, LLC

  • $302 Million
  • Q4 2024

A detailed history of Cws Financial Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 6,686 shares of ESML stock, worth $278,471. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,686
Previous 6,780 1.39%
Holding current value
$278,471
Previous $283,000 0.71%
% of portfolio
0.09%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$41.09 - $45.94 $3,862 - $4,318
-94 Reduced 1.39%
6,686 $281,000
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $570 - $630
15 Added 0.22%
6,780 $283,000
Q2 2024

Jul 31, 2024
BUY
$36.99 - $39.96 $1,220 - $1,318
33 Added 0.49%
6,765 $260,000
Q1 2024

May 01, 2024
BUY
$36.33 - $40.27 $435 - $483
12 Added 0.18%
6,732 $271,000
Q4 2023

Feb 08, 2024
BUY
$30.96 - $38.59 $1,083 - $1,350
35 Added 0.52%
6,720 $255,000
Q2 2023

Aug 14, 2023
BUY
$32.46 - $35.52 $486 - $532
15 Added 0.22%
6,685 $237,000
Q1 2023

May 09, 2023
SELL
$32.27 - $37.51 $613 - $712
-19 Reduced 0.28%
6,670 $226,000
Q4 2022

Feb 10, 2023
BUY
$31.03 - $35.26 $2,327 - $2,644
75 Added 1.13%
6,689 $219,000
Q2 2022

Aug 08, 2022
BUY
$30.34 - $38.42 $424 - $537
14 Added 0.21%
6,614 $208,000
Q1 2022

May 03, 2022
BUY
$35.57 - $40.83 $391 - $449
11 Added 0.17%
6,600 $251,000
Q4 2021

Feb 15, 2022
BUY
$38.24 - $42.82 $5,659 - $6,337
148 Added 2.3%
6,589 $266,000
Q2 2021

Aug 06, 2021
SELL
$38.02 - $40.93 $9,428 - $10,150
-248 Reduced 3.71%
6,441 $260,000
Q4 2020

Feb 12, 2021
BUY
$26.87 - $34.54 $179,733 - $231,038
6,689 New
6,689 $228,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.8M
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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