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

$1.67 Million
0.26% of portfolio
Cardinal Point Wealth Management Partners, LLC

27.5K
Shares

$880,613
0.23% of portfolio
Jane Street Group, LLC New York, NY

24.3K
Shares

$776,295
0.0% of portfolio
Richard Bernstein Advisors LLC

20.1K
Shares

$644,163
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

18.6K
Shares

$593,235
0.0% of portfolio

About ISHARES ESG AWARE GROWTH ALLOC

Ticker EAOR
Sector Technology

More about EAOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.