Tci Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 5,942 shares of ESML stock, worth $235,065. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,942

Previous 6,160 3.54%

Holding current value

$235,065

Previous $259,000 11.97%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$37.84 - $44.02 $8,249 - $9,596	-218 Reduced 3.54%	5,942 $228,000
Q4 2024 Jan 23, 2025	SELL	$41.09 - $45.94 $1,191 - $1,332	-29 Reduced 0.47%	6,160 $259,000
Q1 2024 May 07, 2024	BUY	$36.33 - $40.27 $21,107 - $23,396	581 Added 10.36%	6,189 $249,000
Q4 2023 Feb 06, 2024	BUY	$30.96 - $38.59 $173,623 - $216,412	5,608 New	5,608 $213,000
Q4 2022 Feb 06, 2023	BUY	$31.03 - $35.26 $109,628 - $124,573	3,533 New	3,533 $116,000
Q2 2022 Jul 19, 2022	BUY	$30.34 - $38.42 $12,803 - $16,213	422 New	422 $13,000

Others Institutions Holding ESML

# of Institutions

426

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Tci Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History