Pacific Capital Wealth Advisors, Inc Ishares Trust Ishares Esg Awar Transaction History

Pacific Capital Wealth Advisors, Inc

$547 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$102.91 - $114.96 $89,943 - $100,475	874 New	874 $100,000

Others Institutions Holding ESGU

# of Institutions

802

Shares Held

97.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

14.8M
Shares

$1.86 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$1.35 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.29M
Shares

$665 Million
1.95% of portfolio
Northern Trust Corp Chicago, IL

4.73M
Shares

$594 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$574 Million
10.14% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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