A detailed history of Wealth Architects, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Architects, LLC holds 222,147 shares of ESML stock, worth $9.23 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
222,147
Previous 202,483 9.71%
Holding current value
$9.23 Million
Previous $7.8 Million 19.18%
% of portfolio
1.1%
Previous 0.98%

Shares

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

Oct 31, 2024

BUY
$38.03 - $42.06 $747,821 - $827,067
19,664 Added 9.71%
222,147 $9.29 Million
Q2 2024

Aug 08, 2024

BUY
$36.99 - $39.96 $1.79 Million - $1.93 Million
48,289 Added 31.32%
202,483 $7.8 Million
Q1 2024

May 13, 2024

BUY
$36.33 - $40.27 $25,104 - $27,826
691 Added 0.45%
154,194 $6.21 Million
Q4 2023

Feb 14, 2024

BUY
$30.96 - $38.59 $35,511 - $44,262
1,147 Added 0.75%
153,503 $5.83 Million
Q3 2023

Nov 09, 2023

BUY
$33.21 - $37.37 $312,638 - $351,801
9,414 Added 6.59%
152,356 $5.13 Million
Q2 2023

Aug 02, 2023

BUY
$32.46 - $35.52 $427,757 - $468,082
13,178 Added 10.16%
142,942 $5.08 Million
Q1 2023

Apr 21, 2023

BUY
$32.27 - $37.51 $79,997 - $92,987
2,479 Added 1.95%
129,764 $4.41 Million
Q4 2022

Feb 09, 2023

BUY
$31.03 - $35.26 $698,764 - $794,019
22,519 Added 21.49%
127,285 $4.19 Million
Q3 2022

Oct 24, 2022

BUY
$30.47 - $36.87 $615,554 - $744,847
20,202 Added 23.89%
104,766 $3.21 Million
Q2 2022

Jul 29, 2022

BUY
$30.34 - $38.42 $1.73 Million - $2.19 Million
56,881 Added 205.47%
84,564 $2.66 Million
Q1 2022

May 17, 2022

BUY
$35.57 - $40.83 $103,828 - $119,182
2,919 Added 11.79%
27,683 $1.05 Million
Q4 2021

Jan 19, 2022

BUY
$38.24 - $42.82 $946,975 - $1.06 Million
24,764 New
24,764 $998,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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