Values Added Financial LLC Ishares Esg Aware Msci Usa Sma Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 2024

A detailed history of Values Added Financial LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Values Added Financial LLC holds 5,969 shares of ESML stock, worth $260,904. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,969
Previous 5,672 5.24%
Holding current value
$260,904
Previous $218 Million 14.31%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 28, 2024
BUY
$38.03 - $42.06 $11,294 - $12,491
297 Added 5.24%
5,969 $250 Million
Q2 2024

Jul 30, 2024
BUY
$36.99 - $39.96 $8,248 - $8,911
223 Added 4.09%
5,672 $218 Million
Q4 2023

Jan 18, 2024
SELL
$30.96 - $38.59 $44,056 - $54,913
-1,423 Reduced 20.71%
5,449 $207 Million
Q2 2023

Jul 24, 2023
BUY
$32.46 - $35.52 $223,065 - $244,093
6,872 New
6,872 $244 Million

Others Institutions Holding ESML

# of Institutions
412
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
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