Leicht Financial Planning & Wealth Management, Inc. Ishares Trust Ishares Esg Awar Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$210 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$55.08 - $72.67 $4.14 Million - $5.46 Million	-75,132 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$49.98 - $75.58 $3.76 Million - $5.68 Million	75,132 New	75,132 $4.33 Million

Others Institutions Holding ESGU

# of Institutions

879

Shares Held

94.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

13.1M
Shares

$1.92 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$1.67 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.27M
Shares

$924 Million
2.23% of portfolio
Northern Trust Corp Chicago, IL

5.51M
Shares

$811 Million
0.11% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$673 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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