Cassaday & CO Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Cassaday & CO Wealth Management LLC

$3.66 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$113.45 - $126.18 $1.35 Million - $1.51 Million	11,935 New	11,935 $1.51 Million

Others Institutions Holding ESGU

# of Institutions

850

Shares Held

96.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.1M
Shares

$1.75 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11.9M
Shares

$1.59 Billion
0.12% of portfolio
Northern Trust Corp Chicago, IL

6.59M
Shares

$880 Million
0.12% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.57M
Shares

$743 Million
2.18% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$610 Million
10.14% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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