Bellwether Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Bellwether Advisors, LLC

$507 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	BUY	$76.82 - $82.21 $56,385 - $60,342	734 Added 299.59%	979 $77,000
Q4 2020 Jan 29, 2021	BUY	$61.15 - $73.67 $14,981 - $18,049	245 New	245 $17,000

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$735 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$487 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$455 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$441 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$387 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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