Aries Wealth Management Ishares Trust Ishares Esg Awar Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$61.64 - $74.67 $178,262 - $215,945	-2,892 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$67.21 - $80.45 $194,371 - $232,661	2,892 New	2,892 $213,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$727 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$482 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$450 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$437 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$383 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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