Financial Counselors Inc Ishares Trust Ishares Esg Awar Transaction History

Financial Counselors Inc

$70.7 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$75.32 - $84.77 $1.46 Million - $1.64 Million	19,332 Added 156.32%	31,699 $2.59 Million
Q4 2024 Feb 11, 2025	BUY	$75.65 - $83.47 $95,394 - $105,255	1,261 Added 11.35%	12,367 $941,000
Q3 2024 Nov 13, 2024	BUY	$75.63 - $84.89 $253,965 - $285,060	3,358 Added 43.34%	11,106 $934,000
Q2 2024 Aug 01, 2024	SELL	$76.22 - $82.36 $3,811 - $4,118	-50 Reduced 0.64%	7,748 $610,000
Q1 2024 May 02, 2024	BUY	$73.39 - $80.18 $133,202 - $145,526	1,815 Added 30.34%	7,798 $623,000
Q1 2023 May 02, 2023	BUY	$66.27 - $72.39 $396,493 - $433,109	5,983 New	5,983 $430,000
Q1 2022 Apr 28, 2022	SELL	$67.21 - $80.45 $175,082 - $209,572	-2,605 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$76.82 - $82.21 $200,116 - $214,157	2,605 New	2,605 $206,000

Others Institutions Holding ESGD

# of Institutions

719

Shares Held

96.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

10.6M
Shares

$957 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.17M
Shares

$645 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$565 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.65M
Shares

$508 Million
1.52% of portfolio
Morgan Stanley New York, NY

4.85M
Shares

$437 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Counselors Inc with notifications on news.