Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 5,431 shares of ESGD stock, worth $432,959. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,431
Previous 5,331
1.88%
Holding current value
$432,959
Previous $426 Million
0.43%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding ESGD
# of Institutions
621Shares Held
93.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$752 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$501 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$483 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$456 Million1.68% of portfolio
-
Morgan Stanley New York, NY5.13MShares$409 Million0.03% of portfolio