Kelly Financial Services LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 17, 2024	SELL	$26.94 - $27.73 $8,997 - $9,261	-334 Closed	0 $0
Q1 2021 Jul 17, 2024	BUY	$26.68 - $28.24 $8,911 - $9,432	334 New	334 $9 Million

Others Institutions Holding SUSC

# of Institutions

259

Shares Held

40M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$179 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$70.9 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.1 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$53.7 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.4 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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