Abound Wealth Management Ishares Trust Ishares Esg Awar Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

A detailed history of Abound Wealth Management transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Abound Wealth Management holds 1 shares of ESGD stock, worth $77. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$77

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$75.63 - $84.89 $75 - $84	1 New	1 $85,000
Q3 2023 Aug 08, 2024	BUY	$68.87 - $74.82 $137 - $149	2 New	2 $139,000

Others Institutions Holding ESGD

# of Institutions

633

Shares Held

93.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.48M
Shares

$739 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$490 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$458 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$444 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$389 Million
0.03% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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