Moneta Group Investment Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 30,583 shares of ESML stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,583
Previous 30,817 0.76%
Holding current value
$1.38 Million
Previous $1.18 Million 6.76%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$33.46 - $41.33 $7,829 - $9,671
-234 Reduced 0.76%
30,583 $1.26 Million
Q1 2025

May 15, 2025
SELL
$37.84 - $44.02 $233,359 - $271,471
-6,167 Reduced 16.67%
30,817 $1.18 Million
Q4 2024

Feb 11, 2025
BUY
$41.09 - $45.94 $986 - $1,102
24 Added 0.06%
36,984 $1.56 Million
Q3 2024

Nov 12, 2024
SELL
$38.03 - $42.06 $7,872 - $8,706
-207 Reduced 0.56%
36,960 $1.55 Million
Q2 2024

Aug 13, 2024
BUY
$36.99 - $39.96 $37,877 - $40,919
1,024 Added 2.83%
37,167 $1.43 Million
Q1 2024

Aug 13, 2024
SELL
$36.33 - $40.27 $10,390 - $11,517
-286 Reduced 0.79%
36,143 $1.46 Million
Q4 2023

Feb 15, 2024
BUY
$30.96 - $38.59 $610,500 - $760,956
19,719 Added 118.01%
36,429 $1.38 Million
Q3 2023

Nov 15, 2023
BUY
$33.21 - $37.37 $151,039 - $169,958
4,548 Added 37.4%
16,710 $562,000
Q2 2023

Aug 15, 2023
BUY
$32.46 - $35.52 $394,778 - $431,994
12,162 New
12,162 $431,000
Q2 2022

Aug 15, 2022
BUY
$30.34 - $38.42 $241,749 - $306,130
7,968 New
7,968 $251,000

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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