Halbert Hargrove Global Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 4,635 shares of ESML stock, worth $208,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,635
Previous 4,090 13.33%
Holding current value
$208,389
Previous $169,000 23.08%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$41.34 - $45.65 $22,530 - $24,879
545 Added 13.33%
4,635 $208,000
Q2 2025

Jul 17, 2025
SELL
$33.46 - $41.33 $10,038 - $12,399
-300 Reduced 6.83%
4,090 $169,000
Q4 2024

Feb 05, 2025
BUY
$41.09 - $45.94 $180,385 - $201,676
4,390 New
4,390 $184,000
Q2 2022

Aug 05, 2022
SELL
$30.34 - $38.42 $180,492 - $228,560
-5,949 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$35.57 - $40.83 $3,557 - $4,083
-100 Reduced 1.65%
5,949 $226,000
Q4 2021

Feb 14, 2022
BUY
$38.24 - $42.82 $267 - $299
7 Added 0.12%
6,049 $244,000
Q3 2021

Oct 29, 2021
BUY
$37.66 - $40.76 $376 - $407
10 Added 0.17%
6,042 $236,000
Q2 2021

Jul 29, 2021
BUY
$38.02 - $40.93 $190 - $204
5 Added 0.08%
6,032 $244,000
Q1 2021

May 06, 2021
BUY
$33.7 - $40.38 $269 - $323
8 Added 0.13%
6,027 $232,000
Q4 2020

Feb 04, 2021
SELL
$26.87 - $34.54 $70,480 - $90,598
-2,623 Reduced 30.35%
6,019 $205,000
Q3 2020

Nov 10, 2020
BUY
$24.55 - $27.91 $3,780 - $4,298
154 Added 1.81%
8,642 $229,000
Q2 2020

Aug 10, 2020
BUY
$18.34 - $27.14 $155,669 - $230,364
8,488 New
8,488 $213,000

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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