Magnus Financial Group LLC Ishares Trust Ishares Esg Awar Transaction History

Magnus Financial Group LLC

$1.01 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	BUY	$70.97 - $74.19 $6,458 - $6,751	91 Added 1.78%	5,209 $379,000
Q1 2023 May 10, 2023	BUY	$66.27 - $72.39 $339,169 - $370,492	5,118 New	5,118 $367,000

Others Institutions Holding ESGD

# of Institutions

641

Shares Held

93.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$754 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$499 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.96M
Shares

$474 Million
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$467 Million
0.04% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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