Alpha Omega Wealth Management LLC Ishares Esg Aware Msci Usa Sma Transaction History

Alpha Omega Wealth Management LLC

$510 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$25.56 - $27.59 $511 - $551	-20 Closed	0 $0
Q1 2019 May 02, 2019	BUY	$22.39 - $26.91 $447 - $538	20 New	20 $1,000

Others Institutions Holding ESML

# of Institutions

425

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.39M
Shares

$89.3 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.04M
Shares

$76.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$64.8 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.6M
Shares

$60.1 Million
0.01% of portfolio
Betterment LLC New York, NY

1.6M
Shares

$60 Million
0.16% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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