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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,795 shares of ESML stock, worth $301,018. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,795
Previous 6,291 8.01%
Holding current value
$301,018
Previous $260,000 117716.92%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$41.34 - $45.65 $20,835 - $23,007
504 Added 8.01%
6,795 $306 Million
Q2 2025

Nov 12, 2025
BUY
$33.46 - $41.33 $23,154 - $28,600
692 Added 12.36%
6,291 $260,000
Q2 2025

Aug 14, 2025
SELL
$33.46 - $41.33 $10,573 - $13,060
-316 Reduced 5.34%
5,599 $231,000
Q1 2025

May 15, 2025
BUY
$37.84 - $44.02 $223,823 - $260,378
5,915 New
5,915 $227 Million

Others Institutions Holding ESML

# of Institutions
448
Shares Held
32.8M
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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