Bradley & Co. Private Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$76.64 - $82.32 $57,326 - $61,575	-748 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$77.09 - $82.48 $12,874 - $13,774	167 Added 28.74%	748 $58,000
Q1 2021 May 12, 2021	BUY	$72.34 - $76.86 $42,029 - $44,655	581 New	581 $44,000

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

Put Options Held

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

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About ISHARES TRUST ISHARES ESG AWAR

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