A detailed history of United Asset Strategies, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, United Asset Strategies, Inc. holds 6,992 shares of ESML stock, worth $316,318. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,992
Previous 7,389 5.37%
Holding current value
$316,318
Previous $284,000 2.82%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$38.03 - $42.06 $15,097 - $16,697
-397 Reduced 5.37%
6,992 $292,000
Q2 2024

Aug 01, 2024

SELL
$36.99 - $39.96 $1,738 - $1,878
-47 Reduced 0.63%
7,389 $284,000
Q1 2024

Apr 23, 2024

BUY
$36.33 - $40.27 $270,149 - $299,447
7,436 New
7,436 $299,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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