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

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$74.43 - $86.03 $14,513 - $16,775	-195 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$70.41 - $81.56 $13,729 - $15,904	195 New	195 $15,000

Others Institutions Holding ESGU

# of Institutions

807

Shares Held

94.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

13.6M
Shares

$1.78 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.44 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.67M
Shares

$745 Million
2.15% of portfolio
Northern Trust Corp Chicago, IL

5M
Shares

$656 Million
0.11% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$600 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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