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

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 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 6,022 shares of ESML stock, worth $259,066. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,022
Previous 5,844 3.05%
Holding current value
$259,066
Previous $246 Million 5.87%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
34.9M
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
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email