A detailed history of Presilium Private Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 8,620 shares of ESML stock, worth $357,816. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,620
Previous 8,850 2.6%
Holding current value
$357,816
Previous $341 Million 5.8%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 03, 2024

SELL
$38.03 - $42.06 $8,746 - $9,673
-230 Reduced 2.6%
8,620 $360 Million
Q2 2024

Jul 15, 2024

BUY
$36.99 - $39.96 $15,535 - $16,783
420 Added 4.98%
8,850 $341 Million
Q1 2024

May 01, 2024

SELL
$36.33 - $40.27 $12,824 - $14,215
-353 Reduced 4.02%
8,430 $339 Million
Q4 2023

Jan 10, 2024

SELL
$30.96 - $38.59 $2,631 - $3,280
-85 Reduced 0.96%
8,783 $334 Million
Q3 2023

Oct 10, 2023

BUY
$33.21 - $37.37 $294,506 - $331,397
8,868 New
8,868 $298 Million

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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