Shepherd Financial Partners LLC Ishares Esg Aware Msci Usa Sma Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 13,800 shares of ESML stock, worth $624,312. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,800
Previous 15,204
9.23%
Holding current value
$624,312
Previous $585,000
1.37%
% of portfolio
0.07%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding ESML
# of Institutions
412Shares Held
34.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.36MShares$107 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$90.8 Million0.01% of portfolio
-
Flputnam Investment Management CO Portland, ME2MShares$90.5 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$78 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.59MShares$72 Million0.01% of portfolio