Leverty Financial Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Leverty Financial Group, LLC

$182 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$35.57 - $40.83 $14,903 - $17,107	-419 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$38.24 - $42.82 $16,022 - $17,941	419 New	419 $16,000

Others Institutions Holding ESML

# of Institutions

413

Shares Held

34.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$99.7 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$85 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$84.7 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$73 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$67.4 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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