Lwm Advisors Inc Ishares Esg Aware Msci Usa Sma Transaction History
Lwm Advisors Inc
- $111 Billion
- Q3 2025
A detailed history of Lwm Advisors Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Lwm Advisors Inc holds 6,834 shares of ESML stock, worth $302,746. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,834
Previous 6,490
5.3%
Holding current value
$302,746
Previous $268 Million
14.85%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding ESML
# of Institutions
448Shares Held
32.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.23MShares$98.6 Million0.25% of portfolio
-
Northern Trust Corp Chicago, IL2.02MShares$89.4 Million0.01% of portfolio
-
Betterment LLC New York, NY1.78MShares$78.9 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$77.7 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.47MShares$65.3 Million0.05% of portfolio