Levy Wealth Management Group, LLC Ishares Trust Ishares Esg Awar Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 20,458 shares of ESGD stock, worth $1.61 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,458
Previous 20,458
-0.0%
Holding current value
$1.61 Million
Previous $1.55 Million
5.76%
% of portfolio
0.43%
Previous 0.43%
Shares
13 transactions
Others Institutions Holding ESGD
# of Institutions
611Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$743 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$495 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$477 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$458 Million1.74% of portfolio
-
Morgan Stanley New York, NY5.13MShares$404 Million0.03% of portfolio