Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $143 Billion
- Q1 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 5,331 shares of ESGD stock, worth $424,880. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,331
Previous 5,331
-0.0%
Holding current value
$424,880
Previous $403 Million
5.79%
% of portfolio
0.3%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding ESGD
# of Institutions
613Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$752 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$500 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$483 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$463 Million1.74% of portfolio
-
Morgan Stanley New York, NY5.13MShares$409 Million0.03% of portfolio