A detailed history of Sws Partners transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sws Partners holds 7,254 shares of ESML stock, worth $302,201. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,254
Previous 7,550 3.92%
Holding current value
$302,201
Previous $304,000 8.22%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$36.99 - $39.96 $10,949 - $11,828
-296 Reduced 3.92%
7,254 $279,000
Q1 2024

Apr 30, 2024

BUY
$36.33 - $40.27 $31,752 - $35,195
874 Added 13.09%
7,550 $304,000
Q4 2023

Feb 13, 2024

BUY
$30.96 - $38.59 $5,232 - $6,521
169 Added 2.6%
6,676 $253,000
Q3 2023

Nov 09, 2023

BUY
$33.21 - $37.37 $3,321 - $3,736
100 Added 1.56%
6,507 $218,000
Q2 2023

Aug 17, 2023

BUY
$32.46 - $35.52 $207,971 - $227,576
6,407 New
6,407 $227,000
Q2 2023

Jul 26, 2023

SELL
$32.46 - $35.52 $186,028 - $203,565
-5,731 Reduced 86.17%
920 $32,000
Q1 2023

May 09, 2023

BUY
$32.27 - $37.51 $214,627 - $249,479
6,651 New
6,651 $226,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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

Track Sws Partners Portfolio

Follow Sws Partners 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 Sws Partners, based on Form 13F filings with the SEC.

News

Stay updated on Sws Partners with notifications on news.