Keener Financial Planning LLC Ishares Esg Aware Msci Usa Sma Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Keener Financial Planning LLC holds 3,361 shares of ESML stock, worth $153,463. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,361
Previous 3,361
-0.0%
Holding current value
$153,463
Previous $129,000
6.98%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding ESML
# of Institutions
440Shares Held
33.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.2MShares$100 Million0.24% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$93.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$81.4 Million0.01% of portfolio
-
Betterment LLC New York, NY1.75MShares$79.8 Million0.15% of portfolio
-
Creative Planning Overland Park, KS1.5MShares$68.4 Million0.05% of portfolio