Consolidated Planning Corp Ishares Esg Aware Msci Usa Sma Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$38.24 - $42.82 $101,718 - $113,901	-2,660 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$37.66 - $40.76 $100,175 - $108,421	2,660 New	2,660 $104,000

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

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