Tortoise Investment Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 7,193 shares of ESML stock, worth $328,792. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,193
Previous 6,877 4.6%
Holding current value
$328,792
Previous $264,000 12.5%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$33.46 - $41.33 $10,573 - $13,060
316 Added 4.6%
7,193 $297,000
Q1 2025

May 14, 2025
BUY
$37.84 - $44.02 $89,302 - $103,887
2,360 Added 52.25%
6,877 $264,000
Q4 2024

Aug 07, 2025
BUY
$41.09 - $45.94 $5,136 - $5,742
125 Added 2.85%
4,517 $189,000
Q4 2024

Feb 07, 2025
BUY
$41.09 - $45.94 $5,136 - $5,742
125 Added 2.85%
4,517 $189,000
Q3 2024

Aug 07, 2025
BUY
$38.03 - $42.06 $1,521 - $1,682
40 Added 0.92%
4,392 $183,000
Q3 2024

Nov 13, 2024
BUY
$38.03 - $42.06 $1,521 - $1,682
40 Added 0.92%
4,392 $183,000
Q2 2024

Aug 07, 2025
BUY
$36.99 - $39.96 $1,405 - $1,518
38 Added 0.88%
4,352 $167,000
Q2 2024

Aug 01, 2024
BUY
$36.99 - $39.96 $1,405 - $1,518
38 Added 0.88%
4,352 $167,000
Q1 2024

Aug 07, 2025
BUY
$36.33 - $40.27 $980 - $1,087
27 Added 0.63%
4,314 $173,000
Q1 2024

May 09, 2024
BUY
$36.33 - $40.27 $980 - $1,087
27 Added 0.63%
4,314 $173,000
Q4 2023

Aug 07, 2025
SELL
$30.96 - $38.59 $80,186 - $99,948
-2,590 Reduced 37.66%
4,287 $162,000
Q4 2023

Feb 08, 2024
BUY
$30.96 - $38.59 $3,250 - $4,051
105 Added 2.51%
4,287 $162,000
Q3 2023

Aug 07, 2025
SELL
$33.21 - $37.37 $89,500 - $100,712
-2,695 Reduced 39.19%
4,182 $140,000
Q3 2023

Nov 09, 2023
BUY
$33.21 - $37.37 $1,394 - $1,569
42 Added 1.01%
4,182 $140,000
Q2 2023

Aug 07, 2023
BUY
$32.46 - $35.52 $19,476 - $21,312
600 Added 16.95%
4,140 $147,000
Q4 2022

Feb 03, 2023
BUY
$31.03 - $35.26 $54,923 - $62,410
1,770 Added 100.0%
3,540 $116,000
Q3 2021

Nov 04, 2021
BUY
$37.66 - $40.76 $11,109 - $12,024
295 Added 20.0%
1,770 $69,000
Q2 2021

Jul 30, 2021
BUY
$38.02 - $40.93 $26,614 - $28,651
700 Added 90.32%
1,475 $60,000
Q1 2021

May 05, 2021
BUY
$33.7 - $40.38 $26,117 - $31,294
775 New
775 $30,000

Others Institutions Holding ESML

# of Institutions
440
Shares Held
34.1M
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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