A detailed history of Spire Wealth Management transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Spire Wealth Management holds 634 shares of ESML stock, worth $24,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
634
Previous 634 -0.0%
Holding current value
$24,288
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$30.96 - $38.59 $14,860 - $18,523
-480 Reduced 43.09%
634 $24,000
Q3 2023

Nov 08, 2023

BUY
$33.21 - $37.37 $14,313 - $16,106
431 Added 63.1%
1,114 $37,000
Q2 2023

Aug 09, 2023

BUY
$32.46 - $35.52 $21,520 - $23,549
663 Added 3315.0%
683 $24,000
Q1 2023

May 09, 2023

BUY
$32.27 - $37.51 $645 - $750
20 New
20 $0
Q3 2021

Oct 22, 2021

SELL
$37.66 - $40.76 $13,934 - $15,081
-370 Closed
0 $0
Q2 2021

Jul 26, 2021

BUY
$38.02 - $40.93 $14,067 - $15,144
370 New
370 $15,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.