Ep Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 374,167 shares of ESGD stock, worth $29.6 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
374,167
Previous 383,570
2.45%
Holding current value
$29.6 Million
Previous $29 Million
3.19%
% of portfolio
0.35%
Previous 0.37%
Shares
23 transactions
Others Institutions Holding ESGD
# of Institutions
611Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$745 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$496 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$478 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$459 Million1.74% of portfolio
-
Morgan Stanley New York, NY5.13MShares$405 Million0.03% of portfolio