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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

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

807

Shares Held

94.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

13.6M
Shares

$1.78 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.44 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.67M
Shares

$745 Million
2.15% of portfolio
Northern Trust Corp Chicago, IL

5M
Shares

$656 Million
0.11% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$600 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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