Peak Financial Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Peak Financial Management, Inc. holds 6,144 shares of ESML stock, worth $276,234. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,144
Previous 5,814 5.68%
Holding current value
$276,234
Previous $240,000 15.0%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$41.34 - $45.65 $13,642 - $15,064
330 Added 5.68%
6,144 $276,000
Q1 2025

May 12, 2025
BUY
$37.84 - $44.02 $6,054 - $7,043
160 Added 2.83%
5,814 $223,000
Q3 2024

Oct 15, 2024
SELL
$38.03 - $42.06 $14,071 - $15,562
-370 Reduced 6.14%
5,654 $236,000
Q1 2024

Apr 22, 2024
BUY
$36.33 - $40.27 $6,357 - $7,047
175 Added 2.99%
6,024 $242,000
Q4 2023

Jan 18, 2024
BUY
$30.96 - $38.59 $181,085 - $225,712
5,849 New
5,849 $222,000

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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