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	$98.21 - $108.46 $129,637 - $143,167	-1,320 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$97.63 - $104.12 $12,887 - $13,743	132 Added 11.11%	1,320 $129,000
Q1 2021 May 12, 2021	BUY	$84.89 - $91.26 $100,849 - $108,416	1,188 New	1,188 $108,000

Others Institutions Holding ESGU

# of Institutions

803

Shares Held

97.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

14.8M
Shares

$1.89 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$1.37 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.29M
Shares

$676 Million
1.95% of portfolio
Northern Trust Corp Chicago, IL

4.73M
Shares

$605 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$584 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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