A detailed history of Sage Financial Group Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sage Financial Group Inc holds 45,395 shares of ESML stock, worth $1.89 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
45,395
Previous 43,381 4.64%
Holding current value
$1.89 Million
Previous $1.67 Million 13.65%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 29, 2024

BUY
$38.03 - $42.06 $76,592 - $84,708
2,014 Added 4.64%
45,395 $1.9 Million
Q2 2024

Aug 02, 2024

BUY
$36.99 - $39.96 $103,978 - $112,327
2,811 Added 6.93%
43,381 $1.67 Million
Q1 2024

Apr 30, 2024

BUY
$36.33 - $40.27 $31,897 - $35,357
878 Added 2.21%
40,570 $1.63 Million
Q4 2023

Jan 18, 2024

BUY
$30.96 - $38.59 $68,112 - $84,898
2,200 Added 5.87%
39,692 $1.51 Million
Q3 2023

Oct 12, 2023

BUY
$33.21 - $37.37 $8,999 - $10,127
271 Added 0.73%
37,492 $1.26 Million
Q2 2023

Jul 27, 2023

BUY
$32.46 - $35.52 $133,832 - $146,448
4,123 Added 12.46%
37,221 $1.32 Million
Q1 2023

Apr 18, 2023

BUY
$32.27 - $37.51 $401,955 - $467,224
12,456 Added 60.34%
33,098 $1.13 Million
Q4 2022

Jan 31, 2023

BUY
$31.03 - $35.26 $66,062 - $75,068
2,129 Added 11.5%
20,642 $678,000
Q3 2022

Oct 27, 2022

BUY
$30.47 - $36.87 $30 - $36
1 Added 0.01%
18,513 $568,000
Q2 2022

Jul 25, 2022

SELL
$30.34 - $38.42 $212,986 - $269,708
-7,020 Reduced 27.49%
18,512 $583,000
Q1 2022

May 02, 2022

BUY
$35.57 - $40.83 $316,359 - $363,142
8,894 Added 53.46%
25,532 $971,000
Q4 2021

Jan 24, 2022

BUY
$38.24 - $42.82 $56,786 - $63,587
1,485 Added 9.8%
16,638 $671,000
Q3 2021

Nov 08, 2021

BUY
$37.66 - $40.76 $24,893 - $26,942
661 Added 4.56%
15,153 $591,000
Q2 2021

Aug 16, 2021

SELL
$38.02 - $40.93 $17,223 - $18,541
-453 Reduced 3.03%
14,492 $585,000
Q1 2021

Apr 29, 2021

BUY
$33.7 - $40.38 $52,706 - $63,154
1,564 Added 11.69%
14,945 $576,000
Q4 2020

Jan 28, 2021

BUY
$26.87 - $34.54 $18,459 - $23,728
687 Added 5.41%
13,381 $457,000
Q3 2020

Oct 26, 2020

BUY
$24.55 - $27.91 $311,637 - $354,289
12,694 New
12,694 $337,000
Q2 2020

Jul 16, 2020

SELL
$18.34 - $27.14 $251,679 - $372,442
-13,723 Closed
0 $0
Q1 2020

Apr 16, 2020

BUY
$17.16 - $29.57 $47,824 - $82,411
2,787 Added 25.48%
13,723 $274,000
Q1 2019

Apr 25, 2019

BUY
$22.39 - $26.91 $244,857 - $294,287
10,936 New
10,936 $288,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc 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 Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.