Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 5,504 shares of ESGD stock, worth $437,182. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,504
Previous 5,431
1.34%
Holding current value
$437,182
Previous $457 Million
8.33%
% of portfolio
0.24%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding ESGD
# of Institutions
641Shares Held
92.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$753 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$499 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$466 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$452 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$397 Million0.03% of portfolio