Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 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 $418,458. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,431
Previous 5,431
-0.0%
Holding current value
$418,458
Previous $428 Million
6.84%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding ESGD
# of Institutions
635Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$730 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$484 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$452 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$439 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$385 Million0.03% of portfolio