Cary Street Partners Investment Advisory LLC Ishares Trust Ishares Esg Awar Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$68.87 - $74.82 $120,591 - $131,009	-1,751 Reduced 65.68%	915 $63,000
Q4 2022 Feb 14, 2023	BUY	$55.83 - $67.96 $148,842 - $181,181	2,666 New	2,666 $175,000
Q2 2022 Aug 15, 2022	BUY	$61.64 - $74.67 $110,828 - $134,256	1,798 New	1,798 $113,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.48M
Shares

$742 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$491 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$459 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$445 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$391 Million
0.03% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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