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 $653,719. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,598
Previous 19,287
3.57%
Holding current value
$653,719
Previous $604,000
2.81%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding EAOR
# of Institutions
14Shares Held
153KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z456.6KShares$1.99 Million0.15% of portfolio
-
Cardinal Point Wealth Management Partners, LLC27.5KShares$968,2060.23% of portfolio
-
Syntrinsic LLC Denver, CO18.1KShares$636,3550.19% of portfolio
-
Jpmorgan Chase & CO New York, NY12.8KShares$450,1300.0% of portfolio
-
Martin Worley Group Cottonwood Heights, UT6.41KShares$225,4520.12% of portfolio