Keener Financial Planning LLC Ishares Esg Aware Msci Usa Sma Transaction History

Keener Financial Planning LLC

  • $216 Million
  • Q3 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,361 shares of ESML stock, worth $148,892. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,361
Previous 3,361 -0.0%
Holding current value
$148,892
Previous $138,000 9.42%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$37.84 - $44.02 $3,519 - $4,093
93 Added 2.85%
3,361 $129,000
Q4 2024

Jan 29, 2025
SELL
$41.09 - $45.94 $657 - $735
-16 Reduced 0.49%
3,268 $137,000
Q4 2023

Jan 26, 2024
BUY
$30.96 - $38.59 $101,672 - $126,729
3,284 New
3,284 $125,000

Others Institutions Holding ESML

# of Institutions
448
Shares Held
32.8M
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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