Hurlow Wealth Management Group, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Hurlow Wealth Management Group, Inc.

$319 Million
Q3 2024

A detailed history of Hurlow Wealth Management Group, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 13,512 shares of ESML stock, worth $585,339. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,512

Previous 13,393 0.89%

Holding current value

$585,339

Previous $515,000 9.71%

% of portfolio

0.18%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$38.03 - $42.06 $4,525 - $5,005	119 Added 0.89%	13,512 $565,000
Q2 2024 Jul 12, 2024	BUY	$36.99 - $39.96 $13,057 - $14,105	353 Added 2.71%	13,393 $515,000
Q4 2023 Jan 08, 2024	BUY	$30.96 - $38.59 $4,458 - $5,556	144 Added 1.12%	13,040 $495,000
Q3 2023 Oct 10, 2023	BUY	$33.21 - $37.37 $38,756 - $43,610	1,167 Added 9.95%	12,896 $433,000
Q2 2023 Jul 11, 2023	BUY	$32.46 - $35.52 $1,947 - $2,131	60 Added 0.51%	11,729 $416,000
Q4 2022 Jan 18, 2023	BUY	$31.03 - $35.26 $60,105 - $68,298	1,937 Added 19.9%	11,669 $0
Q3 2022 Oct 13, 2022	BUY	$30.47 - $36.87 $68,862 - $83,326	2,260 Added 30.25%	9,732 $298,000
Q2 2022 Jul 11, 2022	BUY	$30.34 - $38.42 $17,445 - $22,091	575 Added 8.34%	7,472 $235,000
Q1 2022 Apr 13, 2022	BUY	$35.57 - $40.83 $245,326 - $281,604	6,897 New	6,897 $262,000
Q4 2021 Feb 02, 2022	SELL	$38.24 - $42.82 $291,274 - $326,159	-7,617 Closed	0 $0
Q3 2021 Oct 08, 2021	BUY	$37.66 - $40.76 $286,856 - $310,468	7,617 New	7,617 $297,000

Others Institutions Holding ESML

# of Institutions

416

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Hurlow Wealth Management Group, Inc. Ishares Esg Aware Msci Usa Sma Transaction History