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 $312,655. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,834
Previous 6,490
5.3%
Holding current value
$312,655
Previous $268 Million
14.85%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding ESML
# of Institutions
440Shares Held
34.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.2MShares$101 Million0.24% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$93.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$81.6 Million0.01% of portfolio
-
Betterment LLC New York, NY1.75MShares$79.9 Million0.15% of portfolio
-
Creative Planning Overland Park, KS1.5MShares$68.6 Million0.05% of portfolio