Copperleaf Capital, LLC Ishares Trust Ishares Esg Awar Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$70.97 - $74.19 $237,607 - $248,388	3,348 New	3,348 $244,000

Others Institutions Holding ESGD

# of Institutions

641

Shares Held

93.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$754 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$499 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.96M
Shares

$474 Million
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$467 Million
0.04% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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