Forum Financial Management, LP Ishares Trust Ishares Esg Awar Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$73.39 - $80.18 $278,074 - $303,802	3,789 New	3,789 $302,000

Others Institutions Holding ESGD

# of Institutions

742

Shares Held

96.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.01 Billion
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.85M
Shares

$744 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$595 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.61M
Shares

$532 Million
1.45% of portfolio
Tiaa, Fsb St. Louis, MO

4.79M
Shares

$454 Million
1.26% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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