Bradley & Co. Private Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$38.24 - $42.82 $119,767 - $134,112	-3,132 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$37.66 - $40.76 $12,465 - $13,491	331 Added 11.82%	3,132 $122,000
Q1 2021 May 12, 2021	BUY	$33.7 - $40.38 $94,393 - $113,104	2,801 New	2,801 $108,000

Others Institutions Holding ESML

# of Institutions

412

Shares Held

34.6M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$100 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$85.6 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$85.4 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$73.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$67.9 Million
0.01% of portfolio

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About ISHARES ESG AWARE MSCI USA SMA

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