Kingsview Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,267 shares of ESML stock, worth $247,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,267

Previous 6,306 0.62%

Holding current value

$247,922

Previous $265,000 9.43%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$37.84 - $44.02 $1,475 - $1,716	-39 Reduced 0.62%	6,267 $240,000
Q4 2024 Jan 28, 2025	SELL	$41.09 - $45.94 $19,969 - $22,326	-486 Reduced 7.16%	6,306 $265,000
Q3 2024 Nov 12, 2024	BUY	$38.03 - $42.06 $1,064 - $1,177	28 Added 0.41%	6,792 $284,000
Q2 2024 Aug 14, 2024	BUY	$36.99 - $39.96 $55,521 - $59,979	1,501 Added 28.52%	6,764 $260,000
Q1 2024 May 09, 2024	BUY	$36.33 - $40.27 $191,204 - $211,941	5,263 New	5,263 $211,000
Q3 2022 Nov 14, 2022	BUY	$30.47 - $36.87 $198,938 - $240,724	6,529 New	6,529 $200,000
Q2 2022 Aug 16, 2022	SELL	$30.34 - $38.42 $164,169 - $207,890	-5,411 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$35.57 - $40.83 $201,930 - $231,791	5,677 New	5,677 $215,000
Q4 2021 Feb 17, 2022	BUY	$38.24 - $42.82 $206,916 - $231,699	5,411 New	5,411 $218,000

Others Institutions Holding ESML

# of Institutions

427

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History