Spectrum Planning & Advisory Services Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$35.57 - $40.83 $184,608 - $211,907	-5,190 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$38.24 - $42.82 $198,465 - $222,235	5,190 New	5,190 $209,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.1M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.2M
Shares

$101 Million
0.24% of portfolio
Northern Trust Corp Chicago, IL

2.04M
Shares

$93.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.78M
Shares

$81.5 Million
0.01% of portfolio
Betterment LLC New York, NY

1.75M
Shares

$79.9 Million
0.15% of portfolio
Creative Planning Overland Park, KS

1.5M
Shares

$68.5 Million
0.05% of portfolio

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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