Retirement Capital Strategies Ishares Esg Aware Growth Alloc Transaction History

Retirement Capital Strategies

$257 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$28.45 - $31.74 $548,658 - $612,105	-19,285 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$30.67 - $32.15 $591,470 - $620,012	19,285 New	19,285 $612,000

Others Institutions Holding EAOR

# of Institutions

18

Shares Held

226K

Call Options Held

0

Put Options Held

0

Cardinal Point Capital Management, Ulc Toronto, Z4

52.4K
Shares

$1.69 Million
0.26% of portfolio
Cardinal Point Wealth Management Partners, LLC

27.5K
Shares

$886,122
0.23% of portfolio
Jane Street Group, LLC New York, NY

24.3K
Shares

$781,151
0.0% of portfolio
Richard Bernstein Advisors LLC

20.1K
Shares

$648,193
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

18.6K
Shares

$596,946
0.0% of portfolio

About ISHARES ESG AWARE GROWTH ALLOC

Ticker EAOR
Sector Technology

More about EAOR

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