Laurel Wealth Planning LLC Ishares Esg Aware Msci Usa Sma Transaction History

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 49,401 shares of ESML stock, worth $1.88 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
49,401
Previous 48,370 2.13%
Holding current value
$1.88 Million
Previous $1.84 Million 8.16%
% of portfolio
1.32%
Previous 1.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$36.33 - $40.27 $37,456 - $41,518
1,031 Added 2.13%
49,401 $1.99 Million
Q4 2023

Feb 09, 2024
BUY
$30.96 - $38.59 $201,518 - $251,182
6,509 Added 15.55%
48,370 $1.84 Million
Q3 2023

Oct 27, 2023
BUY
$33.21 - $37.37 $51,276 - $57,699
1,544 Added 3.83%
41,861 $1.41 Million
Q2 2023

Jul 19, 2023
SELL
$32.46 - $35.52 $42,652 - $46,673
-1,314 Reduced 3.16%
40,317 $1.43 Million
Q1 2023

Apr 18, 2023
BUY
$32.27 - $37.51 $177,000 - $205,742
5,485 Added 15.17%
41,631 $1.42 Million
Q4 2022

Feb 01, 2023
BUY
$32.22 - $35.26 $277,929 - $304,152
8,626 Added 31.34%
36,146 $1.19 Million
Q3 2022

Nov 02, 2022
BUY
$31.07 - $36.87 $183,561 - $217,827
5,908 Added 27.34%
27,520 $844,000
Q2 2022

Aug 09, 2022
BUY
$30.34 - $38.42 $52,791 - $66,850
1,740 Added 8.76%
21,612 $681,000
Q1 2022

Apr 28, 2022
BUY
$35.57 - $40.83 $341,436 - $391,927
9,599 Added 93.44%
19,872 $756,000
Q4 2021

Feb 01, 2022
BUY
$38.24 - $42.82 $235,673 - $263,899
6,163 Added 149.95%
10,273 $414,000
Q3 2021

Nov 12, 2021
BUY
$37.66 - $40.76 $149,547 - $161,857
3,971 Added 2856.83%
4,110 $160,000
Q2 2021

Aug 09, 2021
BUY
$38.02 - $40.93 $5,284 - $5,689
139 New
139 $6,000

Others Institutions Holding ESML

# of Institutions
395
Shares Held
32.1M
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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