Topel & Distasi Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 23,802 shares of ESML stock, worth $1.06 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,802
Previous 23,767
0.15%
Holding current value
$1.06 Million
Previous $957,000
4.28%
% of portfolio
0.4%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding ESML
# of Institutions
408Shares Held
33.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$95 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$89.9 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$89 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$80.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$76.6 Million0.01% of portfolio