Opes Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Opes Wealth Management LLC holds 14,266 shares of ESML stock, worth $592,752. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,266
Previous 13,951 2.26%
Holding current value
$592,752
Previous $537,000 10.99%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 29, 2024
BUY
$38.03 - $42.06 $11,979 - $13,248
315 Added 2.26%
14,266 $596,000
Q2 2024

Aug 05, 2024
BUY
$36.99 - $39.96 $22,933 - $24,775
620 Added 4.65%
13,951 $537,000
Q1 2024

May 02, 2024
BUY
$36.33 - $40.27 $1,525 - $1,691
42 Added 0.32%
13,331 $536,000
Q4 2023

Jan 31, 2024
BUY
$30.96 - $38.59 $153,097 - $190,827
4,945 Added 59.26%
13,289 $505,000
Q3 2023

Nov 02, 2023
BUY
$33.21 - $37.37 $277,104 - $311,815
8,344 New
8,344 $280,000

Others Institutions Holding ESML

# of Institutions
401
Shares Held
33.7M
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
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management 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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email