Modern Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Modern Wealth Management, LLC holds 56,409 shares of ESGD stock, worth $5.3 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
56,409
Previous 6,229
805.59%
Holding current value
$5.3 Million
Previous $508,000
890.55%
% of portfolio
0.13%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
728Shares Held
96.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.7MShares$1 Billion0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY7.17MShares$673 Million0.05% of portfolio
-
Personal Capital Advisors Corp6.28MShares$590 Million2.0% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.65MShares$530 Million1.52% of portfolio
-
Northern Trust Corp Chicago, IL4.84MShares$454 Million0.06% of portfolio