Hart & Patterson Financial Group LLC Ishares Esg Aware Msci Usa Sma Transaction History

Hart & Patterson Financial Group LLC

  • $206 Billion
  • Q4 2024

A detailed history of Hart & Patterson Financial Group LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Hart & Patterson Financial Group LLC holds 39,394 shares of ESML stock, worth $1.65 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
39,394
Previous 44,655 11.78%
Holding current value
$1.65 Million
Previous $1.87 Billion 11.3%
% of portfolio
0.81%
Previous 0.88%

Shares

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

Jan 13, 2025
SELL
$41.09 - $45.94 $216,174 - $241,690
-5,261 Reduced 11.78%
39,394 $1.66 Billion
Q3 2024

Oct 10, 2024
SELL
$38.03 - $42.06 $39,551 - $43,742
-1,040 Reduced 2.28%
44,655 $1.87 Billion
Q2 2024

Jul 16, 2024
SELL
$36.99 - $39.96 $47,162 - $50,949
-1,275 Reduced 2.71%
45,695 $1.76 Billion
Q1 2024

Apr 16, 2024
BUY
$36.33 - $40.27 $21,616 - $23,960
595 Added 1.28%
46,970 $1.89 Billion
Q4 2023

Mar 15, 2024
BUY
$30.96 - $38.59 $1.44 Million - $1.79 Million
46,375 New
46,375 $1.76 Billion

Others Institutions Holding ESML

# of Institutions
434
Shares Held
35.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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