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

Erts Wealth Advisors, LLC

  • $514 Million
  • Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 9,828 shares of ESML stock, worth $388,795. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,828
Previous 9,763 0.67%
Holding current value
$388,795
Previous $410,000 8.05%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 22, 2025
BUY
$37.84 - $44.02 $2,459 - $2,861
65 Added 0.67%
9,828 $377,000
Q4 2024

Jan 17, 2025
SELL
$41.09 - $45.94 $3,081 - $3,445
-75 Reduced 0.76%
9,763 $410,000
Q3 2024

Oct 17, 2024
SELL
$38.03 - $42.06 $6,579 - $7,276
-173 Reduced 1.73%
9,838 $411,000
Q2 2024

Jul 18, 2024
BUY
$36.99 - $39.96 $1,849 - $1,998
50 Added 0.5%
10,011 $385,000
Q1 2024

Apr 23, 2024
BUY
$36.33 - $40.27 $399 - $442
11 Added 0.11%
9,961 $401,000
Q4 2023

Jan 23, 2024
BUY
$30.96 - $38.59 $8,359 - $10,419
270 Added 2.79%
9,950 $378,000
Q3 2023

Oct 16, 2023
BUY
$33.21 - $37.37 $132 - $149
4 Added 0.04%
9,680 $325,000
Q2 2023

Jul 17, 2023
BUY
$32.46 - $35.52 $12,562 - $13,746
387 Added 4.17%
9,676 $343,000
Q1 2023

Apr 18, 2023
SELL
$32.27 - $37.51 $16,425 - $19,092
-509 Reduced 5.19%
9,289 $315,000
Q4 2022

Jan 27, 2023
BUY
$31.03 - $35.26 $12,039 - $13,680
388 Added 4.12%
9,798 $322,000
Q3 2022

Nov 08, 2022
BUY
$30.47 - $36.87 $7,739 - $9,364
254 Added 2.77%
9,410 $289,000
Q2 2022

Aug 08, 2022
BUY
$30.34 - $38.42 $32,524 - $41,186
1,072 Added 13.26%
9,156 $288,000
Q1 2022

May 11, 2022
BUY
$35.57 - $40.83 $24,187 - $27,764
680 Added 9.18%
8,084 $308,000
Q4 2021

Feb 15, 2022
BUY
$38.24 - $42.82 $4,512 - $5,052
118 Added 1.62%
7,404 $299,000
Q3 2021

Oct 13, 2021
SELL
$37.66 - $40.76 $94,413 - $102,185
-2,507 Reduced 25.6%
7,286 $284,000
Q2 2021

Aug 11, 2021
SELL
$38.02 - $40.93 $11,063 - $11,910
-291 Reduced 2.89%
9,793 $395,000
Q1 2021

May 07, 2021
BUY
$33.7 - $40.38 $28,678 - $34,363
851 Added 9.22%
10,084 $389,000
Q4 2020

Feb 12, 2021
BUY
$26.87 - $34.54 $45,867 - $58,959
1,707 Added 22.68%
9,233 $315,000
Q3 2020

Nov 13, 2020
BUY
$24.55 - $27.91 $184,763 - $210,050
7,526 New
7,526 $200,000

Others Institutions Holding ESML

# of Institutions
427
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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