Moisand Fitzgerald Tamayo, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Moisand Fitzgerald Tamayo, LLC

$653 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$30.96 - $38.59 $61 - $77	2 Added 0.55%	364 $13,000
Q3 2023 Oct 20, 2023	BUY	$33.21 - $37.37 $12,022 - $13,527	362 New	362 $12,000

Others Institutions Holding ESML

# of Institutions

395

Shares Held

32.1M

Call Options Held

0

Put Options Held

0

Flputnam Investment Management CO Portland, ME

2.09M
Shares

$80 Million
1.83% of portfolio
Goldman Sachs Group Inc New York, NY

1.93M
Shares

$73.7 Million
0.01% of portfolio
Northern Trust Corp Chicago, IL

1.89M
Shares

$72.4 Million
0.01% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.85M
Shares

$70.8 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

1.77M
Shares

$67.5 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

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