Valmark Advisers, Inc. Ishares Esg Aware Msci Usa Sma Transaction History
Valmark Advisers, Inc.
- $7.6 Billion
- Q3 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,377 shares of ESML stock, worth $241,749. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,377
Previous 5,377
-0.0%
Holding current value
$241,749
Previous $222,000
9.01%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ESML
# of Institutions
442Shares Held
33.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.2MShares$98.9 Million0.24% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$91.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$80.2 Million0.01% of portfolio
-
Betterment LLC New York, NY1.75MShares$78.6 Million0.15% of portfolio
-
Creative Planning Overland Park, KS1.5MShares$67.4 Million0.05% of portfolio