Planning Alternatives LTD Ishares Esg Aware Msci Usa Sma Transaction History

Planning Alternatives LTD

  • $653 Million
  • Q3 2024

A detailed history of Planning Alternatives LTD transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Planning Alternatives LTD holds 21,241 shares of ESML stock, worth $925,682. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,241
Previous 20,432 3.96%
Holding current value
$925,682
Previous $786,000 12.98%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 12, 2024
BUY
$38.03 - $42.06 $30,766 - $34,026
809 Added 3.96%
21,241 $888,000
Q2 2024

Jul 25, 2024
BUY
$36.99 - $39.96 $35,954 - $38,841
972 Added 4.99%
20,432 $786,000
Q1 2024

Apr 17, 2024
BUY
$36.33 - $40.27 $3,342 - $3,704
92 Added 0.48%
19,460 $783,000
Q4 2023

Jan 23, 2024
SELL
$30.96 - $38.59 $19,164 - $23,887
-619 Reduced 3.1%
19,368 $736,000
Q3 2023

Oct 17, 2023
BUY
$33.21 - $37.37 $32,014 - $36,024
964 Added 5.07%
19,987 $672,000
Q4 2022

Jan 19, 2023
BUY
$31.03 - $35.26 $18,183 - $20,662
586 Added 3.18%
19,023 $0
Q3 2022

Oct 12, 2022
BUY
$30.47 - $36.87 $156,097 - $188,885
5,123 Added 38.48%
18,437 $565,000
Q2 2022

Jul 20, 2022
BUY
$30.34 - $38.42 $55,006 - $69,655
1,813 Added 15.76%
13,314 $419,000
Q1 2022

Apr 28, 2022
BUY
$35.57 - $40.83 $46,810 - $53,732
1,316 Added 12.92%
11,501 $437,000
Q4 2021

Jan 25, 2022
BUY
$38.24 - $42.82 $107,492 - $120,367
2,811 Added 38.12%
10,185 $411,000
Q2 2021

Jul 15, 2021
BUY
$38.02 - $40.93 $280,359 - $301,817
7,374 New
7,374 $298,000

Others Institutions Holding ESML

# of Institutions
412
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
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD 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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email