Valued Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Valued Wealth Advisors LLC

$160 Billion
Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 100 shares of ESML stock, worth $4,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$4,382

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$41.09 - $45.94 $4,109 - $4,594	100 New	100 $4.21 Million

Others Institutions Holding ESML

# of Institutions

416

Shares Held

34.6M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$103 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$88 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$87.7 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$75.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$69.7 Million
0.01% of portfolio

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

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Valued Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History