Phillips Financial Management, LLC Ishares Trust Ishares Esg Awar Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Phillips Financial Management, LLC holds 843 shares of ESGD stock, worth $71,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
843
Previous 771
9.34%
Holding current value
$71,081
Previous $64,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
661Shares Held
95.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.71MShares$819 Million0.06% of portfolio
-
Personal Capital Advisors Corp6.28MShares$529 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.27MShares$529 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$503 Million1.54% of portfolio
-
Northern Trust Corp Chicago, IL5.6MShares$473 Million0.06% of portfolio