Catalyst Private Wealth, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Catalyst Private Wealth, LLC

$164 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$35.59 - $41.99 $71 - $83	-2 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$32.5 - $36.82 $65 - $73	2 New	2 $0

Others Institutions Holding ESGE

# of Institutions

548

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$618 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$216 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$200 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$199 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$185 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.