Phillips Financial Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Phillips Financial Management, LLC holds 429 shares of ESML stock, worth $17,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares
429
Previous 669 35.87%
Holding current value
$17,867
Previous $27,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
SELL
$41.09 - $45.94 $9,861 - $11,025
-240 Reduced 35.87%
429 $18,000
Q3 2024

Nov 07, 2024
BUY
$38.03 - $42.06 $25,442 - $28,138
669 New
669 $27,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.8M
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
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