Spectrum Planning & Advisory Services Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$35.57 - $40.83 $184,608 - $211,907	-5,190 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$38.24 - $42.82 $198,465 - $222,235	5,190 New	5,190 $209,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.7M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.39M
Shares

$93.2 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.04M
Shares

$79.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$67.6 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.6M
Shares

$62.6 Million
0.01% of portfolio
Betterment LLC New York, NY

1.6M
Shares

$62.6 Million
0.16% of portfolio

View Full List

About ISHARES ESG AWARE MSCI USA SMA

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