Francis Financial, Inc. Ishares, Inc. Ishares Esg Awar Transaction History

Francis Financial, Inc.

$344 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$27.67 - $32.89 $734,583 - $873,163	-26,548 Closed	0 $0
Q2 2022 Sep 08, 2022	BUY	$31.92 - $38.05 $847,412 - $1.01 Million	26,548 New	26,548 $845,000

Others Institutions Holding ESGE

# of Institutions

548

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$598 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$209 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$193 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$192 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$179 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

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