A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 6,185 shares of ESML stock, worth $256,986. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,185
Previous 6,181 0.06%
Holding current value
$256,986
Previous $237,000 8.86%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 28, 2024

BUY
$38.03 - $42.06 $152 - $168
4 Added 0.06%
6,185 $258,000
Q2 2024

Jul 25, 2024

BUY
$36.99 - $39.96 $110 - $119
3 Added 0.05%
6,181 $237,000
Q1 2024

May 13, 2024

SELL
$36.33 - $40.27 $181,032 - $200,665
-4,983 Reduced 44.65%
6,178 $248,000
Q4 2023

Feb 09, 2024

BUY
$30.96 - $38.59 $650 - $810
21 Added 0.19%
11,161 $424,000
Q3 2023

Oct 10, 2023

BUY
$33.21 - $37.37 $92,988 - $104,636
2,800 Added 33.57%
11,140 $374,000
Q2 2023

Aug 09, 2023

SELL
$32.46 - $35.52 $38,302 - $41,913
-1,180 Reduced 12.39%
8,340 $296,000
Q1 2023

Apr 07, 2023

BUY
$32.27 - $37.51 $20,330 - $23,631
630 Added 7.09%
9,520 $323,000
Q4 2022

Jan 12, 2023

SELL
$31.03 - $35.26 $16,756 - $19,040
-540 Reduced 5.73%
8,890 $0
Q3 2022

Oct 26, 2022

BUY
$30.47 - $36.87 $19,957 - $24,149
655 Added 7.46%
9,430 $289,000
Q2 2022

Aug 05, 2022

BUY
$30.34 - $38.42 $55,370 - $70,116
1,825 Added 26.26%
8,775 $276,000
Q1 2022

Apr 21, 2022

BUY
$35.57 - $40.83 $247,211 - $283,768
6,950 New
6,950 $264,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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