Ritter Daniher Financial Advisory LLC Ishares Trust Ishares Esg Awar Transaction History

Ritter Daniher Financial Advisory LLC

$330 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$88.97 - $97.46 $3,825 - $4,190	43 New	43 $4,000

Others Institutions Holding ESGU

# of Institutions

854

Shares Held

95.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.1M
Shares

$1.8 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$1.56 Billion
0.11% of portfolio
Northern Trust Corp Chicago, IL

6.82M
Shares

$937 Million
0.13% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.84M
Shares

$802 Million
2.23% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$628 Million
10.14% of portfolio

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