Olio Financial Planning Ishares Esg Aware Msci Usa Sma Transaction History

Olio Financial Planning

$284 Million
Q4 2024

A detailed history of Olio Financial Planning transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Olio Financial Planning holds 7,757 shares of ESML stock, worth $341,463. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,757

Holding current value

$341,463

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$41.09 - $45.94 $318,735 - $356,356	7,757 New	7,757 $326,000

Others Institutions Holding ESML

# of Institutions

416

Shares Held

34.6M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$104 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$88.4 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$88.1 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$75.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$70 Million
0.01% of portfolio

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Account

Olio Financial Planning Ishares Esg Aware Msci Usa Sma Transaction History