Olio Financial Planning Ishares Esg Aware Msci Usa Sma Transaction History

Olio Financial Planning

  • $288 Million
  • Q1 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 10,795 shares of ESML stock, worth $441,299. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,795
Previous 7,757 39.16%
Holding current value
$441,299
Previous $326,000 27.3%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
427
Shares Held
34.7M
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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