Olio Financial Planning Ishares Esg Aware Msci Usa Sma Transaction History

Olio Financial Planning

  • $340 Million
  • Q3 2025

A detailed history of Olio Financial Planning transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Olio Financial Planning holds 11,024 shares of ESML stock, worth $488,363. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,024
Previous 10,929 0.87%
Holding current value
$488,363
Previous $451,000 9.98%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$41.34 - $45.65 $3,927 - $4,336
95 Added 0.87%
11,024 $496,000
Q2 2025

Jul 09, 2025
BUY
$33.46 - $41.33 $4,483 - $5,538
134 Added 1.24%
10,929 $451,000
Q1 2025

Apr 11, 2025
BUY
$37.84 - $44.02 $114,957 - $133,732
3,038 Added 39.16%
10,795 $415,000
Q4 2024

Jan 21, 2025
BUY
$41.09 - $45.94 $318,735 - $356,356
7,757 New
7,757 $326,000

Others Institutions Holding ESML

# of Institutions
449
Shares Held
32.8M
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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