Morris Financial Concepts, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,390 shares of ESML stock, worth $206,113. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,390
Previous 3,747 43.85%
Holding current value
$206,113
Previous $142,000 52.82%
% of portfolio
0.11%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$36.33 - $40.27 $59,690 - $66,163
1,643 Added 43.85%
5,390 $217,000
Q4 2023

Jan 29, 2024
BUY
$30.96 - $38.59 $73,282 - $91,342
2,367 Added 171.52%
3,747 $142,000
Q2 2023

Aug 09, 2023
SELL
$32.46 - $35.52 $3,246 - $3,552
-100 Reduced 6.76%
1,380 $49,000
Q1 2023

May 10, 2023
BUY
$32.27 - $37.51 $47,759 - $55,514
1,480 New
1,480 $50,000

Others Institutions Holding ESML

# of Institutions
395
Shares Held
32.1M
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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