A detailed history of Operose Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Operose Advisors LLC holds 2,466 shares of ESML stock, worth $94,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,466
Previous 2,460 0.24%
Holding current value
$94,324
Previous $93,000 6.45%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$36.33 - $40.27 $217 - $241
6 Added 0.24%
2,466 $99,000
Q4 2023

Feb 12, 2024

SELL
$30.96 - $38.59 $9,876 - $12,310
-319 Reduced 11.48%
2,460 $93,000
Q2 2023

Aug 08, 2023

BUY
$32.46 - $35.52 $259 - $284
8 Added 0.29%
2,779 $98,000
Q1 2023

May 09, 2023

SELL
$32.27 - $37.51 $9,519 - $11,065
-295 Reduced 9.62%
2,771 $94,000
Q4 2022

Feb 13, 2023

BUY
$32.22 - $35.26 $708 - $775
22 Added 0.72%
3,066 $100,000
Q2 2022

Aug 11, 2022

BUY
$30.34 - $38.42 $212 - $268
7 Added 0.23%
3,044 $96,000
Q1 2022

May 12, 2022

BUY
$35.57 - $40.83 $108,026 - $124,000
3,037 New
3,037 $116,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Operose Advisors LLC Portfolio

Follow Operose Advisors 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 Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.