Balanced Rock Investment Advisor Ishares Esg Aware Msci Usa Sma Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 56,527 shares of ESML stock, worth $2.35 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
56,527
Previous 55,019
2.74%
Holding current value
$2.35 Million
Previous $2.22 Billion
1.78%
% of portfolio
1.83%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding ESML
# of Institutions
399Shares Held
33.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$88.9 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$84.1 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$83.3 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$75.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$71.7 Million0.01% of portfolio