Wescott Financial Advisory Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 39,581 shares of ESML stock, worth $1.58 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
39,581
Previous 39,530
0.13%
Holding current value
$1.58 Million
Previous $1.65 Million
0.67%
% of portfolio
0.19%
Previous 0.2%
Shares
17 transactions
Others Institutions Holding ESML
# of Institutions
439Shares Held
34.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.39MShares$95.4 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$81.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$69.1 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.6MShares$64.1 Million0.01% of portfolio
-
Betterment LLC New York, NY1.6MShares$64.1 Million0.16% of portfolio