Towerpoint Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Towerpoint Wealth, LLC

  • $199 Million
  • Q2 2024

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 21,872 shares of ESML stock, worth $911,187. This represents 0.42% of its overall portfolio holdings.

Number of Shares
21,872
Previous 17,764 23.13%
Holding current value
$911,187
Previous $715,000 17.76%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Jul 12, 2024
BUY
$36.99 - $39.96 $151,954 - $164,155
4,108 Added 23.13%
21,872 $842,000
Q1 2024

Apr 15, 2024
BUY
$36.33 - $40.27 $38,691 - $42,887
1,065 Added 6.38%
17,764 $715,000
Q4 2023

Jan 23, 2024
SELL
$30.96 - $38.59 $21,548 - $26,858
-696 Reduced 4.0%
16,699 $634,000
Q3 2023

Oct 10, 2023
BUY
$33.21 - $37.37 $157,415 - $177,133
4,740 Added 37.46%
17,395 $585,000
Q2 2023

Jul 20, 2023
BUY
$32.46 - $35.52 $152,075 - $166,411
4,685 Added 58.78%
12,655 $449,000
Q1 2023

May 15, 2023
BUY
$32.27 - $37.51 $257,191 - $298,954
7,970 New
7,970 $270,000

Others Institutions Holding ESML

# of Institutions
398
Shares Held
33.5M
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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