Shared Vision Wealth Group LLC Ishares Trust Ishares Esg Awar Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 15,133 shares of ESGU stock, worth $1.85 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
15,133
Previous 23,663
36.05%
Holding current value
$1.85 Million
Previous $2.48 Billion
29.93%
% of portfolio
1.09%
Previous 1.66%
Shares
2 transactions
Others Institutions Holding ESGU
# of Institutions
786Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.64 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.34 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$565 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$559 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$557 Million10.14% of portfolio