Copperleaf Capital, LLC Ishares Trust Ishares Esg Awar Transaction History

Copperleaf Capital, LLC

$123 Million
Q1 2025

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

674

Shares Held

96.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

10.6M
Shares

$949 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.17M
Shares

$640 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$560 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.86M
Shares

$523 Million
1.57% of portfolio
Northern Trust Corp Chicago, IL

5.66M
Shares

$505 Million
0.07% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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