Guardian Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 28, 2021	SELL	$38.02 - $40.93 $891,036 - $959,235	-23,436 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$33.7 - $40.38 $789,793 - $946,345	23,436 New	23,436 $903,000

Others Institutions Holding ESML

# of Institutions

419

Shares Held

34.8M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$103 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$87.4 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$87.1 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$75.1 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$69.3 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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