Long Run Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Long Run Wealth Advisors, LLC

  • $420 Million
  • Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 20,466 shares of ESML stock, worth $850,362. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,466
Previous 19,909 2.8%
Holding current value
$850,362
Previous $766,000 11.62%
% of portfolio
0.2%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$38.03 - $42.06 $21,182 - $23,427
557 Added 2.8%
20,466 $855,000
Q2 2024

Jul 19, 2024
SELL
$36.99 - $39.96 $101,574 - $109,730
-2,746 Reduced 12.12%
19,909 $766,000
Q1 2024

Apr 24, 2024
SELL
$36.33 - $40.27 $17,474 - $19,369
-481 Reduced 2.08%
22,655 $912,000
Q4 2023

Jan 10, 2024
SELL
$30.96 - $38.59 $6,780 - $8,451
-219 Reduced 0.94%
23,136 $879,000
Q3 2023

Oct 10, 2023
SELL
$33.21 - $37.37 $40,748 - $45,852
-1,227 Reduced 4.99%
23,355 $785,000
Q2 2023

Jul 17, 2023
SELL
$32.46 - $35.52 $2,207 - $2,415
-68 Reduced 0.28%
24,582 $873,000
Q1 2023

Apr 21, 2023
SELL
$32.27 - $37.51 $53,794 - $62,529
-1,667 Reduced 6.33%
24,650 $837,000
Q4 2022

Jan 26, 2023
BUY
$31.03 - $35.26 $72,920 - $82,861
2,350 Added 9.81%
26,317 $0
Q3 2022

Nov 09, 2022
BUY
$30.47 - $36.87 $24,223 - $29,311
795 Added 3.43%
23,967 $735,000
Q2 2022

Jul 19, 2022
BUY
$30.34 - $38.42 $63,076 - $79,875
2,079 Added 9.86%
23,172 $730,000
Q1 2022

Apr 27, 2022
BUY
$35.57 - $40.83 $80,139 - $91,989
2,253 Added 11.96%
21,093 $796,000
Q4 2021

Jan 21, 2022
BUY
$38.24 - $42.82 $720,441 - $806,728
18,840 New
18,840 $754,000

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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