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 78 shares of ESML stock, worth $3,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78
Previous 30 160.0%
Holding current value
$3,240
Previous $1,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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