One Wealth Management Investment & Advisory Services, LLC Ishares Trust Ishares Esg Awar 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	$108.69 - $119.84 $1.93 Million - $2.13 Million	-17,746 Reduced 46.43%	20,474 $2.44 Billion
Q1 2024 May 14, 2024	SELL	$102.91 - $114.96 $1.64 Million - $1.84 Million	-15,984 Reduced 29.49%	38,220 $4.39 Billion
Q4 2023 Jan 25, 2024	BUY	$89.99 - $105.25 $4.88 Million - $5.7 Million	54,204 New	54,204 $5.69 Billion

Others Institutions Holding ESGU

# of Institutions

807

Shares Held

94.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

13.6M
Shares

$1.76 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.43 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.67M
Shares

$738 Million
2.15% of portfolio
Northern Trust Corp Chicago, IL

5M
Shares

$650 Million
0.11% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$594 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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