Bms Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 13,671 shares of ESGU stock, worth $1.65 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
13,671
Previous 29,930
54.32%
Holding current value
$1.65 Million
Previous $2.71 Million
50.79%
% of portfolio
0.9%
Previous 1.89%
Shares
7 transactions
Others Institutions Holding ESGU
# of Institutions
786Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.62 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.33 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$558 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$552 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$550 Million10.14% of portfolio