Dynamic Advisor Solutions LLC Ishares Esg Aware Msci Usa Sma Transaction History

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,455 shares of ESML stock, worth $374,556. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,455

Holding current value

$374,556

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$43.95 - $46.24 $371,597 - $390,959	8,455 New	8,455 $374,000
Q2 2022 Jul 27, 2022	SELL	$30.34 - $38.42 $3,216 - $4,072	-106 Reduced 1.45%	7,226 $228,000
Q1 2022 Apr 11, 2022	SELL	$35.57 - $40.83 $23,938 - $27,478	-673 Reduced 8.41%	7,332 $279,000
Q4 2021 Jan 26, 2022	SELL	$38.24 - $42.82 $123,247 - $138,008	-3,223 Reduced 28.71%	8,005 $323,000
Q3 2021 Oct 28, 2021	BUY	$37.66 - $40.76 $15,365 - $16,630	408 Added 3.77%	11,228 $438,000

Q2 2021 Aug 10, 2021	BUY	$38.02 - $40.93 $73,340 - $78,953	1,929 Added 21.7%	10,820 $437,000
Q1 2021 Apr 27, 2021	BUY	$33.7 - $40.38 $43,237 - $51,807	1,283 Added 16.86%	8,891 $343,000
Q4 2020 Feb 03, 2021	BUY	$26.87 - $34.54 $204,426 - $262,780	7,608 New	7,608 $260,000

Others Institutions Holding ESML

# of Institutions

447

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Dynamic Advisor Solutions LLC Ishares Esg Aware Msci Usa Sma Transaction History