Balanced Rock Investment Advisor Ishares Esg Aware Msci Usa Sma Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 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 55,019 shares of ESML stock, worth $2.11 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
55,019
Previous 39,809
38.21%
Holding current value
$2.11 Million
Previous $1.51 Billion
46.43%
% of portfolio
1.89%
Previous 1.34%
Shares
2 transactions
Others Institutions Holding ESML
# of Institutions
395Shares Held
32.1MCall Options Held
0Put Options Held
0-
Flputnam Investment Management CO Portland, ME2.09MShares$80.2 Million1.83% of portfolio
-
Goldman Sachs Group Inc New York, NY1.93MShares$73.8 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL1.89MShares$72.6 Million0.01% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.85MShares$70.9 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$67.6 Million0.01% of portfolio