Valmark Advisers, Inc. Ishares, Inc. Ishares Esg Awar Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$38.5 - $43.37 $187,841 - $211,602	-4,879 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$40.74 - $44.79 $198,770 - $218,530	4,879 New	4,879 $202,000

Others Institutions Holding ESGE

# of Institutions

552

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$611 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$214 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.74M
Shares

$200 Million
0.65% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$196 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$183 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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