Buck Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$30.17 - $33.62 $36,897 - $41,117	-1,223 Reduced 98.0%	25 $0
Q1 2023 Nov 06, 2023	BUY	$29.58 - $33.94 $36,915 - $42,357	1,248 New	1,248 $59 Million

Others Institutions Holding ESGE

# of Institutions

549

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$599 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$209 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$194 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$192 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$180 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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