Strategic Wealth Partners Group LLC Ishares Esg Aware Msci Usa Sma Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 9,533 shares of ESML stock, worth $422,311. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,533
Previous 9,774 2.47%
Holding current value
$422,311
Previous $371,000 3.23%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$36.33 - $40.27 $8,755 - $9,705
-241 Reduced 2.47%
9,533 $383,000
Q4 2023

Feb 13, 2024
BUY
$30.96 - $38.59 $1,207 - $1,505
39 Added 0.4%
9,774 $371,000
Q3 2023

Nov 14, 2023
BUY
$33.21 - $37.37 $9,165 - $10,314
276 Added 2.92%
9,735 $327,000
Q2 2023

Aug 10, 2023
BUY
$32.46 - $35.52 $78,618 - $86,029
2,422 Added 34.42%
9,459 $335,000
Q1 2023

May 11, 2023
BUY
$32.27 - $37.51 $227,083 - $263,957
7,037 New
7,037 $231,000

Others Institutions Holding ESML

# of Institutions
450
Shares Held
32.8M
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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