Bergan Kdv Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$32.27 - $37.51 $4,130 - $4,801	128 New	128 $4,000
Q1 2021 May 11, 2021	BUY	$33.7 - $40.38 $50,550 - $60,570	1,500 New	1,500 $58,000

Others Institutions Holding ESML

# of Institutions

401

Shares Held

33.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.14M
Shares

$89 Million
0.25% of portfolio
Flputnam Investment Management CO Portland, ME

2.03M
Shares

$84.2 Million
1.47% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$83.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$75.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$71.8 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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