Presilium Private Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Presilium Private Wealth, LLC

$446 Billion
Q1 2025

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 10,537 shares of ESML stock, worth $378,278. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,537

Previous 9,110 15.66%

Holding current value

$378,278

Previous $383 Million 5.65%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$37.84 - $44.02 $53,997 - $62,816	1,427 Added 15.66%	10,537 $405 Million
Q4 2024 Jan 14, 2025	BUY	$41.09 - $45.94 $20,134 - $22,510	490 Added 5.68%	9,110 $383 Million
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

# of Institutions

435

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Presilium Private Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History