Ifp Advisors, Inc Ishares Esg Aware Msci Usa Sma Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Ifp Advisors, Inc holds 109 shares of ESML stock, worth $4,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares

109

Previous 76 43.42%

Holding current value

$4,312

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$37.84 - $44.02 $1,248 - $1,452	33 Added 43.42%	109 $4,000
Q3 2024 Feb 04, 2025	SELL	$38.03 - $42.06 $76 - $84	-2 Reduced 2.56%	76 $3,000
Q2 2024 Jul 30, 2024	BUY	$36.99 - $39.96 $1,775 - $1,918	48 Added 160.0%	78 $3,000
Q1 2024 Jul 30, 2024	SELL	$36.33 - $40.27 $2,906 - $3,221	-80 Reduced 72.73%	30 $1,000
Q4 2023 Jan 09, 2024	SELL	$30.96 - $38.59 $16,594 - $20,684	-536 Reduced 82.97%	110 $4,000
Q3 2023 Oct 12, 2023	BUY	$33.21 - $37.37 $232 - $261	7 Added 1.1%	646 $21,000
Q2 2023 Aug 04, 2023	SELL	$32.46 - $35.52 $9,673 - $10,584	-298 Reduced 31.8%	639 $22,000
Q1 2023 Apr 18, 2023	SELL	$32.27 - $37.51 $561,949 - $653,199	-17,414 Reduced 94.89%	937 $31,000
Q4 2022 Feb 07, 2023	BUY	$31.03 - $35.26 $75,278 - $85,540	2,426 Added 15.23%	18,351 $500,000
Q3 2022 Nov 08, 2022	BUY	$30.47 - $36.87 $108,747 - $131,589	3,569 Added 28.88%	15,925 $433,000
Q2 2022 Sep 06, 2022	BUY	$30.34 - $38.42 $374,881 - $474,717	12,356 New	12,356 $338,000
Q2 2022 Aug 12, 2022	SELL	$30.34 - $38.42 $374,881 - $474,717	-12,356 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$35.57 - $40.83 $299,143 - $343,380	8,410 Added 213.13%	12,356 $470,000
Q1 2022 Aug 08, 2022	BUY	$35.57 - $40.83 $4,126 - $4,736	116 Added 3.03%	3,946 $150,000
Q4 2021 Jan 12, 2022	BUY	$38.24 - $42.82 $3,785 - $4,239	99 Added 2.65%	3,830 $155,000
Q3 2021 Oct 06, 2021	BUY	$37.66 - $40.76 $47,865 - $51,805	1,271 Added 51.67%	3,731 $145,000
Q2 2021 Jul 13, 2021	SELL	$38.02 - $40.93 $1,824 - $1,964	-48 Reduced 1.91%	2,460 $99,000
Q1 2021 Apr 30, 2021	SELL	$33.7 - $40.38 $10,480 - $12,558	-311 Reduced 11.03%	2,508 $97,000
Q4 2020 Jan 25, 2021	SELL	$26.87 - $34.54 $1,343 - $1,727	-50 Reduced 1.74%	2,819 $97,000
Q3 2020 Oct 29, 2020	BUY	$24.55 - $27.91 $5,376 - $6,112	219 Added 8.26%	2,869 $75,000
Q2 2020 Aug 05, 2020	SELL	$18.34 - $27.14 $1,173 - $1,736	-64 Reduced 2.36%	2,650 $65,000
Q1 2020 May 12, 2020	BUY	$17.16 - $29.57 $46,434 - $80,016	2,706 Added 33825.0%	2,714 $55,000
Q4 2019 Jan 17, 2020	SELL	$25.83 - $29.01 $2,634 - $2,959	-102 Reduced 92.73%	8 $0
Q3 2019 Nov 07, 2019	BUY	$25.56 - $27.59 $2,811 - $3,034	110 New	110 $2,000

Others Institutions Holding ESML

# of Institutions

425

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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