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

427

Shares Held

34.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.44M
Shares

$99.9 Million
0.29% of portfolio
Northern Trust Corp Chicago, IL

2.15M
Shares

$87.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$69.8 Million
0.01% of portfolio
Betterment LLC New York, NY

1.63M
Shares

$66.6 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

1.61M
Shares

$65.8 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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