United Capital Financial Advisers, LLC Ishares Esg Aware Msci Usa Sma Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,735 shares of ESML stock, worth $551,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,735
Previous 6,960 82.97%
Holding current value
$551,043
Previous $291,000 83.85%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$41.09 - $45.94 $237,294 - $265,303
5,775 Added 82.97%
12,735 $535,000
Q3 2024

Nov 12, 2024
SELL
$38.03 - $42.06 $26,659 - $29,484
-701 Reduced 9.15%
6,960 $291,000
Q2 2024

Aug 14, 2024
BUY
$36.99 - $39.96 $5,770 - $6,233
156 Added 2.08%
7,661 $294,000
Q1 2024

May 15, 2024
SELL
$36.33 - $40.27 $6,648 - $7,369
-183 Reduced 2.38%
7,505 $302,000
Q4 2023

Feb 14, 2024
BUY
$30.96 - $38.59 $1,238 - $1,543
40 Added 0.52%
7,688 $292,000
Q3 2023

Nov 14, 2023
SELL
$33.21 - $37.37 $4,749 - $5,343
-143 Reduced 1.84%
7,648 $257,000
Q2 2023

Aug 14, 2023
SELL
$32.46 - $35.52 $35,154 - $38,468
-1,083 Reduced 12.2%
7,791 $276,000
Q1 2023

Aug 14, 2023
BUY
$32.27 - $37.51 $34,948 - $40,623
1,083 Added 13.9%
8,874 $301,000
Q1 2023

May 15, 2023
BUY
$32.27 - $37.51 $11,520 - $13,391
357 Added 4.19%
8,874 $301,000
Q4 2022

Feb 14, 2023
BUY
$31.03 - $35.26 $57,064 - $64,843
1,839 Added 27.54%
8,517 $280,000
Q3 2022

Nov 14, 2022
BUY
$30.47 - $36.87 $203,478 - $246,217
6,678 New
6,678 $205,000

Others Institutions Holding ESML

# of Institutions
440
Shares Held
34.8M
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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