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

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

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 6,764 shares of ESML stock, worth $281,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,764
Previous 5,263 28.52%
Holding current value
$281,044
Previous $211,000 23.22%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
401
Shares Held
33.7M
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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