A detailed history of Wealth Shield Partners, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 21 shares of ESML stock, worth $957. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 21 -0.0%
Holding current value
$957
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$30.96 - $38.59 $16,532 - $20,607
-534 Reduced 96.22%
21 $0
Q3 2023

Oct 25, 2023

SELL
$33.21 - $37.37 $7,372 - $8,296
-222 Reduced 28.57%
555 $18,000
Q2 2023

Aug 03, 2023

BUY
$32.46 - $35.52 $908 - $994
28 Added 3.74%
777 $27,000
Q1 2023

May 08, 2023

BUY
$32.27 - $37.51 $24,170 - $28,094
749 New
749 $25,000
Q3 2021

Nov 12, 2021

SELL
$37.66 - $40.76 $50,163 - $54,292
-1,332 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$38.02 - $40.93 $13,839 - $14,898
364 Added 37.6%
1,332 $54,000
Q1 2021

May 17, 2021

BUY
$33.7 - $40.38 $32,621 - $39,087
968 New
968 $37,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


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