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

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 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 30,817 shares of ESML stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,817

Previous 36,984 16.67%

Holding current value

$1.22 Million

Previous $1.56 Million 23.92%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

427

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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