Regal Wealth Group, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$38.02 - $40.93 $16,386 - $17,640	-431 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$25.56 - $27.59 $11,016 - $11,891	431 New	431 $12,000

Others Institutions Holding ESML

# of Institutions

427

Shares Held

34.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.44M
Shares

$98.2 Million
0.29% of portfolio
Northern Trust Corp Chicago, IL

2.15M
Shares

$86.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$68.6 Million
0.01% of portfolio
Betterment LLC New York, NY

1.63M
Shares

$65.4 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

1.61M
Shares

$64.7 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
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