Robertson Stephens Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 17,053 shares of ESML stock, worth $766,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,053
Previous 23,064 26.06%
Holding current value
$766,702
Previous $885,000 20.45%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 24, 2025
SELL
$33.46 - $41.33 $201,128 - $248,434
-6,011 Reduced 26.06%
17,053 $704,000
Q1 2025

Apr 17, 2025
BUY
$37.84 - $44.02 $79,123 - $92,045
2,091 Added 9.97%
23,064 $885,000
Q4 2024

Jan 27, 2025
BUY
$41.09 - $45.94 $259,770 - $290,432
6,322 Added 43.15%
20,973 $881,000
Q3 2024

Nov 12, 2024
SELL
$38.03 - $42.06 $29,359 - $32,470
-772 Reduced 5.01%
14,651 $612,000
Q2 2024

Aug 13, 2024
SELL
$36.99 - $39.96 $81,008 - $87,512
-2,190 Reduced 12.43%
15,423 $593,000
Q1 2024

May 15, 2024
SELL
$36.33 - $40.27 $9,082 - $10,067
-250 Reduced 1.4%
17,613 $709,000
Q4 2023

Feb 06, 2024
SELL
$30.96 - $38.59 $181,456 - $226,175
-5,861 Reduced 24.7%
17,863 $678,000
Q3 2023

Nov 13, 2023
BUY
$33.21 - $37.37 $205,769 - $231,544
6,196 Added 35.35%
23,724 $798,000
Q2 2023

Aug 11, 2023
BUY
$32.46 - $35.52 $568,958 - $622,594
17,528 New
17,528 $622,000

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
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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