Lokken Investment Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Lokken Investment Group LLC

$193 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	N/A	-13,015 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	373 Added 2.95%	13,015 $355,000
Q3 2021 Nov 05, 2021	BUY	N/A	12,642 New	12,642 $348,000

Others Institutions Holding SUSC

# of Institutions

241

Shares Held

36.8M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.87M
Shares

$180 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.63M
Shares

$60.2 Million
0.24% of portfolio
Jpmorgan Chase & CO New York, NY

2.31M
Shares

$53 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.12M
Shares

$48.6 Million
0.01% of portfolio
Wealthfront Advisers LLC

2.06M
Shares

$47 Million
0.17% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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