Planning Alternatives LTD Ishares Esg Aware Msci Usa Sma Transaction History

Planning Alternatives LTD

  • $648 Million
  • Q1 2025

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 25,174 shares of ESML stock, worth $995,883. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,174
Previous 22,618 11.3%
Holding current value
$995,883
Previous $951,000 1.58%
% of portfolio
0.15%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$37.84 - $44.02 $96,719 - $112,515
2,556 Added 11.3%
25,174 $966,000
Q4 2024

Feb 06, 2025
BUY
$41.09 - $45.94 $56,580 - $63,259
1,377 Added 6.48%
22,618 $951,000
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
427
Shares Held
34.7M
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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