Mcdonald Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$67.21 - $80.45 $13,307 - $15,929	-198 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$76.64 - $82.32 $15,174 - $16,299	198 New	198 $15,000

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$735 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$487 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$455 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$441 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$387 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.