Values Added Financial LLC Ishares Trust Ishares Esg Awar Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Values Added Financial LLC holds 19,099 shares of ESGD stock, worth $1.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
19,099
Previous 18,800
1.59%
Holding current value
$1.5 Million
Previous $1.48 Billion
8.54%
% of portfolio
1.01%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding ESGD
# of Institutions
636Shares Held
92.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$745 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$493 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$461 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$447 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$392 Million0.03% of portfolio