A detailed history of One Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, One Wealth Advisors, LLC holds 7,958 shares of ESML stock, worth $352,937. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,958
Previous 9,732 18.23%
Holding current value
$352,937
Previous $374,000 11.23%
% of portfolio
0.05%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$38.03 - $42.06 $67,465 - $74,614
-1,774 Reduced 18.23%
7,958 $332,000
Q2 2024

Aug 13, 2024

SELL
$36.99 - $39.96 $56,483 - $61,018
-1,527 Reduced 13.56%
9,732 $374,000
Q1 2024

Apr 15, 2024

SELL
$36.33 - $40.27 $8,137 - $9,020
-224 Reduced 1.95%
11,259 $453,000
Q4 2023

Feb 13, 2024

SELL
$30.96 - $38.59 $858,675 - $1.07 Million
-27,735 Reduced 70.72%
11,483 $436,000
Q3 2023

Nov 01, 2023

SELL
$33.21 - $37.37 $994,506 - $1.12 Million
-29,946 Reduced 43.3%
39,218 $1.32 Million
Q2 2023

Aug 14, 2023

SELL
$32.46 - $35.52 $26,130 - $28,593
-805 Reduced 1.15%
69,164 $2.46 Million
Q1 2023

May 15, 2023

SELL
$32.27 - $37.51 $331,896 - $385,790
-10,285 Reduced 12.82%
69,969 $2.38 Million
Q4 2022

Feb 14, 2023

SELL
$31.03 - $35.26 $88,590 - $100,667
-2,855 Reduced 3.44%
80,254 $2.64 Million
Q3 2022

Nov 14, 2022

BUY
$30.47 - $36.87 $203,783 - $246,586
6,688 Added 8.75%
83,109 $2.55 Million
Q2 2022

Aug 15, 2022

BUY
$30.34 - $38.42 $409,984 - $519,169
13,513 Added 21.48%
76,421 $2.41 Million
Q1 2022

May 16, 2022

BUY
$35.57 - $40.83 $223,308 - $256,330
6,278 Added 11.09%
62,908 $2.39 Million
Q4 2021

Feb 14, 2022

BUY
$38.24 - $42.82 $70,399 - $78,831
1,841 Added 3.36%
56,630 $2.28 Million
Q3 2021

Nov 15, 2021

BUY
$37.66 - $40.76 $336,341 - $364,027
8,931 Added 19.48%
54,789 $2.14 Million
Q2 2021

Aug 16, 2021

BUY
$38.02 - $40.93 $867,882 - $934,309
22,827 Added 99.11%
45,858 $1.85 Million
Q1 2021

May 17, 2021

BUY
$33.7 - $40.38 $776,144 - $929,991
23,031 New
23,031 $888,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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