Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Heritage Wealth Advisors holds 26,132 shares of ESGD stock, worth $2.17 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
26,132
Previous 25,263
3.44%
Holding current value
$2.17 Million
Previous $2.02 Million
1.98%
% of portfolio
0.1%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding ESGD
# of Institutions
626Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$783 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$521 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$488 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$474 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$414 Million0.03% of portfolio