Valmark Advisers, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 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 $226,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,377

Holding current value

$226,049

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$33.46 - $41.33 $179,914 - $222,231	5,377 New	5,377 $222,000

Others Institutions Holding ESML

# of Institutions

435

Shares Held

34.9M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.2M
Shares

$92.5 Million
0.24% of portfolio
Northern Trust Corp Chicago, IL

2.15M
Shares

$90.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$71.7 Million
0.01% of portfolio
Betterment LLC New York, NY

1.63M
Shares

$68.5 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

1.61M
Shares

$67.7 Million
0.01% of portfolio

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Esg Aware Msci Usa Sma Transaction History