Signature Estate & Investment Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$30.34 - $38.42 $160,286 - $202,972	-5,283 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$35.57 - $40.83 $6,722 - $7,716	189 Added 3.71%	5,283 $201,000
Q4 2021 Jan 20, 2022	BUY	$38.24 - $42.82 $194,794 - $218,125	5,094 New	5,094 $205,000
Q2 2021 Jul 16, 2021	SELL	$38.02 - $40.93 $230,629 - $248,281	-6,066 Closed	0 $0
Q1 2021 Apr 15, 2021	BUY	$33.7 - $40.38 $204,424 - $244,945	6,066 New	6,066 $233,000

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

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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