Plante Moran Financial Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 773 shares of ESML stock, worth $34,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares
773
Previous 743 4.04%
Holding current value
$34,754
Previous $28,000 10.71%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$33.46 - $41.33 $1,003 - $1,239
30 Added 4.04%
773 $31,000
Q1 2025

May 08, 2025
BUY
$37.84 - $44.02 $12,562 - $14,614
332 Added 80.78%
743 $28,000
Q2 2024

Aug 12, 2024
BUY
$36.99 - $39.96 $15,202 - $16,423
411 New
411 $15,000

Others Institutions Holding ESML

# of Institutions
446
Shares Held
33.2M
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 Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email