Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
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 5,608 shares of ESGD stock, worth $504,551. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,608
Previous 5,504
1.89%
Holding current value
$504,551
Previous $450 Million
11.28%
% of portfolio
0.28%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding ESGD
# of Institutions
711Shares Held
96.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.6MShares$957 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY7.17MShares$645 Million0.05% of portfolio
-
Personal Capital Advisors Corp6.28MShares$565 Million2.0% of portfolio
-
Northern Trust Corp Chicago, IL5.66MShares$509 Million0.07% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.65MShares$508 Million1.52% of portfolio