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

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,138 shares of ESML stock, worth $231,004. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,138
Previous 6,022 14.68%
Holding current value
$231,004
Previous $231 Million 8.19%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Sep 25, 2025
SELL
$33.46 - $41.33 $29,578 - $36,535
-884 Reduced 14.68%
5,138 $212 Million
Q1 2025

May 15, 2025
BUY
$37.84 - $44.02 $6,735 - $7,835
178 Added 3.05%
6,022 $231 Million
Q4 2024

Feb 12, 2025
BUY
$41.09 - $45.94 $11,464 - $12,817
279 Added 5.01%
5,844 $246 Million
Q3 2024

Nov 13, 2024
BUY
$38.03 - $42.06 $211,636 - $234,063
5,565 New
5,565 $233 Million

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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