A detailed history of Sandbox Financial Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 14,463 shares of ESML stock, worth $640,710. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,463
Previous 8,320 73.83%
Holding current value
$640,710
Previous $343,000 89.8%
% of portfolio
0.19%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$41.34 - $45.65 $253,951 - $280,427
6,143 Added 73.83%
14,463 $651,000
Q2 2025

Jul 08, 2025

BUY
$33.46 - $41.33 $278,387 - $343,865
8,320 New
8,320 $343,000
Q4 2024

Jan 15, 2025

BUY
$41.09 - $45.94 $36,323 - $40,610
884 Added 11.38%
8,652 $363,000
Q3 2024

Oct 07, 2024

BUY
$38.03 - $42.06 $295,417 - $326,722
7,768 New
7,768 $324,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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