Global Retirement Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Global Retirement Partners, LLC holds 792 shares of ESML stock, worth $32,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares
792
Previous 730 8.49%
Holding current value
$32,986
Previous $30,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$41.09 - $45.94 $2,547 - $2,848
62 Added 8.49%
792 $33,000
Q3 2024

Oct 16, 2024
SELL
$38.03 - $42.06 $6,579 - $7,276
-173 Reduced 19.16%
730 $30,000
Q2 2024

Jul 23, 2024
BUY
$36.99 - $39.96 $2,589 - $2,797
70 Added 8.4%
903 $34,000
Q1 2024

Apr 23, 2024
BUY
$36.33 - $40.27 $908 - $1,006
25 Added 3.09%
833 $33,000
Q2 2023

Jul 20, 2023
BUY
$32.46 - $35.52 $3,246 - $3,552
100 Added 14.12%
808 $28,000
Q1 2023

May 05, 2023
SELL
$32.27 - $37.51 $709 - $825
-22 Reduced 3.01%
708 $24,000
Q2 2022

Jul 15, 2022
SELL
$30.34 - $38.42 $576 - $729
-19 Reduced 2.54%
730 $23,000
Q1 2022

Jul 14, 2022
BUY
$35.57 - $40.83 $26,641 - $30,581
749 New
749 $25,000
Q4 2021

Jan 21, 2022
SELL
$38.24 - $42.82 $2,332 - $2,612
-61 Closed
0 $0
Q2 2021

Jul 15, 2021
BUY
$38.02 - $40.93 $646 - $695
17 Added 38.64%
61 $2,000
Q1 2021

Apr 14, 2021
BUY
$33.7 - $40.38 $1,482 - $1,776
44 New
44 $2,000

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

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  • Ticker ESML
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