A detailed history of Montecito Bank & Trust transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Montecito Bank & Trust holds 9,670 shares of ESML stock, worth $437,470. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,670
Previous 15,016 35.6%
Holding current value
$437,470
Previous $578,000 30.1%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$38.03 - $42.06 $203,308 - $224,852
-5,346 Reduced 35.6%
9,670 $404,000
Q1 2024

Apr 09, 2024

SELL
$36.33 - $40.27 $43,596 - $48,324
-1,200 Reduced 7.4%
15,016 $604,000
Q2 2022

Aug 01, 2022

BUY
$30.34 - $38.42 $30,340 - $38,420
1,000 Added 6.57%
16,216 $511,000
Q1 2022

Apr 22, 2022

SELL
$35.57 - $40.83 $17,785 - $20,415
-500 Reduced 3.18%
15,216 $579,000
Q1 2021

Apr 26, 2021

BUY
$33.7 - $40.38 $529,629 - $634,612
15,716 New
15,716 $606,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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