Willow Creek Wealth Management Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 95,965 shares of ESML stock, worth $4.09 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
95,965
Previous 50,632 89.53%
Holding current value
$4.09 Million
Previous $1.7 Million 114.15%
% of portfolio
0.47%
Previous 0.26%

Shares

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

Apr 01, 2024
BUY
$30.96 - $38.59 $1.4 Million - $1.75 Million
45,333 Added 89.53%
95,965 $3.65 Million
Q3 2023

Nov 20, 2023
SELL
$33.21 - $37.37 $102,718 - $115,585
-3,093 Reduced 5.76%
50,632 $1.7 Million
Q2 2023

Aug 28, 2023
BUY
$32.46 - $35.52 $20,125 - $22,022
620 Added 1.17%
53,725 $1.91 Million
Q1 2023

Apr 24, 2023
SELL
$32.27 - $37.51 $8,971 - $10,427
-278 Reduced 0.52%
53,105 $1.81 Million
Q4 2022

Mar 01, 2023
BUY
$31.03 - $35.26 $625,378 - $710,630
20,154 Added 60.65%
53,383 $1.76 Million
Q3 2022

Oct 31, 2022
BUY
$30.47 - $36.87 $84,554 - $102,314
2,775 Added 9.11%
33,229 $1.02 Million
Q2 2022

Aug 16, 2022
BUY
$30.34 - $38.42 $274,243 - $347,278
9,039 Added 42.21%
30,454 $959,000
Q1 2022

May 02, 2022
BUY
$35.57 - $40.83 $43,786 - $50,261
1,231 Added 6.1%
21,415 $815,000
Q4 2021

Mar 24, 2022
BUY
$38.24 - $42.82 $218,044 - $244,159
5,702 Added 39.37%
20,184 $814,000
Q2 2021

Nov 16, 2021
SELL
$38.02 - $40.93 $13,915 - $14,980
-366 Reduced 2.46%
14,482 $585,000
Q1 2021

May 17, 2021
SELL
$33.7 - $40.38 $45,023 - $53,947
-1,336 Reduced 8.26%
14,848 $572,000
Q4 2020

Feb 23, 2021
SELL
$26.87 - $34.54 $45,679 - $58,718
-1,700 Reduced 9.51%
16,184 $552,000
Q3 2020

Nov 12, 2020
SELL
$24.55 - $27.91 $39,893 - $45,353
-1,625 Reduced 8.33%
17,884 $474,000
Q2 2020

Aug 11, 2020
BUY
$18.34 - $27.14 $40,017 - $59,219
2,182 Added 12.59%
19,509 $489,000
Q1 2020

May 07, 2020
BUY
$17.16 - $29.57 $31,368 - $54,053
1,828 Added 11.79%
17,327 $346,000
Q4 2019

Feb 03, 2020
BUY
$25.83 - $29.01 $400,339 - $449,625
15,499 New
15,499 $448,000

Others Institutions Holding ESML

# of Institutions
413
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
  • Ticker ESML
  • Sector ETFs
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More about ESML
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