United Asset Strategies, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025

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 6,802 shares of ESML stock, worth $310,919. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,802
Previous 6,508 4.52%
Holding current value
$310,919
Previous $249,000 12.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 08, 2025
BUY
$33.46 - $41.33 $9,837 - $12,151
294 Added 4.52%
6,802 $281,000
Q1 2025

May 14, 2025
BUY
$37.84 - $44.02 $605 - $704
16 Added 0.25%
6,508 $249,000
Q4 2024

Jan 22, 2025
SELL
$41.09 - $45.94 $20,545 - $22,970
-500 Reduced 7.15%
6,492 $272,000
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

# of Institutions
439
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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