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

Opes Wealth Management LLC

  • $486 Million
  • Q4 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 13,231 shares of ESML stock, worth $574,225. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,231
Previous 14,266 7.26%
Holding current value
$574,225
Previous $596,000 6.71%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$41.09 - $45.94 $42,528 - $47,547
-1,035 Reduced 7.26%
13,231 $556,000
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
417
Shares Held
34.6M
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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