Trademark Financial Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Trademark Financial Management, LLC

$126 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$30.96 - $38.59 $617,311 - $769,446	19,939 New	19,939 $758 Million

Others Institutions Holding ESML

# of Institutions

431

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.39M
Shares

$103 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$86.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$74.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.6M
Shares

$69.1 Million
0.01% of portfolio
Betterment LLC New York, NY

1.49M
Shares

$64.3 Million
0.15% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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