Ima Wealth, Inc. Ishares Esg Aware Growth Alloc Transaction History
Ima Wealth, Inc.
- $914 Million
- Q2 2025
A detailed history of Ima Wealth, Inc. transactions in Ishares Esg Aware Growth Alloc stock. As of the latest transaction made, Ima Wealth, Inc. holds 18,598 shares of EAOR stock, worth $649,256. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,598
Previous 19,287
3.57%
Holding current value
$649,256
Previous $604,000
2.81%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding EAOR
# of Institutions
17Shares Held
172KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z456.6KShares$1.98 Million0.15% of portfolio
-
Cardinal Point Wealth Management Partners, LLC27.5KShares$961,5950.23% of portfolio
-
Syntrinsic LLC Denver, CO18.1KShares$632,0100.19% of portfolio
-
Jpmorgan Chase & CO New York, NY12.8KShares$447,0570.0% of portfolio
-
Lodestar Private Asset Management LLC Alamo, CA6.98KShares$243,5670.03% of portfolio