One Wealth Management Investment & Advisory Services, LLC Ishares Esg Aware U.S. Aggrega Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$45.65 - $47.02 $39,898 - $41,095	-874 Reduced 15.21%	4,872 $227 Million
Q1 2024 May 14, 2024	SELL	$46.54 - $47.74 $92,428 - $94,811	-1,986 Reduced 25.69%	5,746 $270 Million
Q4 2023 Jan 25, 2024	BUY	$44.12 - $47.93 $341,135 - $370,594	7,732 New	7,732 $369 Million

Others Institutions Holding EAGG

# of Institutions

400

Shares Held

62.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.3M
Shares

$811 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.22M
Shares

$338 Million
0.03% of portfolio
Envestnet Asset Management Inc

4.19M
Shares

$196 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.28M
Shares

$107 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.74M
Shares

$81.4 Million
0.19% of portfolio

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About ISHARES ESG AWARE U.S. AGGREGA

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