Valmark Advisers, Inc. Ishares, Inc. Ishares Esg Awar Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$38.5 - $43.37 $187,841 - $211,602	-4,879 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$40.74 - $44.79 $198,770 - $218,530	4,879 New	4,879 $202,000

Others Institutions Holding ESGE

# of Institutions

591

Shares Held

100M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.8M
Shares

$632 Million
0.05% of portfolio
Northern Trust Corp Chicago, IL

5.97M
Shares

$238 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.7M
Shares

$228 Million
0.65% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$225 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$212 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.