Kovitz Investment Group Partners, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,773 shares of ESML stock, worth $431,781. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,773
Previous 10,773 -0.0%
Holding current value
$431,781
Previous $413,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
$37.84 - $44.02 $40,678 - $47,321
-1,075 Reduced 9.07%
10,773 $413,000
Q4 2024

Feb 14, 2025
SELL
$41.09 - $45.94 $32,214 - $36,016
-784 Reduced 6.21%
11,848 $498,000
Q3 2024

Nov 14, 2024
BUY
$38.03 - $42.06 $190,986 - $211,225
5,022 Added 65.99%
12,632 $528,000
Q2 2024

Aug 14, 2024
BUY
$36.99 - $39.96 $281,493 - $304,095
7,610 New
7,610 $292,000

Others Institutions Holding ESML

# of Institutions
424
Shares Held
34.6M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email