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

Global Retirement Partners, LLC

$3.25 Billion
Q3 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 730 shares of ESML stock, worth $31,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares

730

Previous 903 19.16%

Holding current value

$31,608

Previous $34,000 11.76%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

412

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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