Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

SELL
$33.21 - $37.37 $196,769 - $221,417
-5,925 Reduced 16.49%
30,001 $1.01 Million
Q2 2023

Jul 10, 2023

BUY
$32.46 - $35.52 $1.17 Million - $1.28 Million
35,926 New
35,926 $1.28 Million
Q4 2022

Jan 17, 2023

SELL
$31.03 - $35.26 $171,564 - $194,952
-5,529 Reduced 41.04%
7,944 $0
Q3 2022

Oct 25, 2022

BUY
$30.47 - $36.87 $410,522 - $496,749
13,473 New
13,473 $413,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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

Track Orgel Wealth Management, LLC Portfolio

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

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.