Wade Financial Advisory, Inc Ishares Esg Aware Msci Usa Sma Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

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 6,157 shares of ESML stock, worth $266,413. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,157
Previous 6,185 0.45%
Holding current value
$266,413
Previous $258,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 22, 2025
SELL
$41.09 - $45.94 $1,150 - $1,286
-28 Reduced 0.45%
6,157 $258,000
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

# of Institutions
439
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
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  • Sector ETFs
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