Ruedi Wealth Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Ruedi Wealth Management, Inc.

  • $317 Billion
  • Q4 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 33 shares of ESML stock, worth $1,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 27 22.22%
Holding current value
$1,427
Previous $1.14 Million 19.6%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$41.09 - $45.94 $246 - $275
6 Added 22.22%
33 $1.37 Million
Q2 2024

Jul 17, 2024
BUY
$36.99 - $39.96 $258 - $279
7 Added 35.0%
27 $1.05 Million
Q1 2024

May 06, 2024
BUY
$36.33 - $40.27 $399 - $442
11 Added 122.22%
20 $818,000
Q3 2023

Oct 26, 2023
SELL
$33.21 - $37.37 $365 - $411
-11 Reduced 55.0%
9 $316,000
Q1 2023

May 09, 2023
BUY
$32.27 - $37.51 $645 - $750
20 New
20 $667,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.8M
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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