North Berkeley Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History
North Berkeley Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 5,690 shares of ESGD stock, worth $534,234. This represents 0.47% of its overall portfolio holdings.
Number of Shares
5,690
Previous 5,522
3.04%
Holding current value
$534,234
Previous $451 Million
12.54%
% of portfolio
0.47%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding ESGD
# of Institutions
727Shares Held
96MCall 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