Mission Wealth Management, LP Ishares Trust Ishares Esg Awar Transaction History
Mission Wealth Management, LP
- $3.78 Billion
- Q1 2024
A detailed history of Mission Wealth Management, LP transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mission Wealth Management, LP holds 370,327 shares of ESGD stock, worth $29.2 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
370,327
Previous 318,890
16.13%
Holding current value
$29.2 Million
Previous $24.1 Million
22.85%
% of portfolio
0.78%
Previous 0.79%
Shares
22 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