Sheets Smith Wealth Management Ishares Trust Ishares Esg Awar Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$93.48 - $100.86 $4,300 - $4,639	46 New	46 $4,000

Others Institutions Holding ESGU

# of Institutions

859

Shares Held

96.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.1M
Shares

$1.61 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11.9M
Shares

$1.46 Billion
0.12% of portfolio
Northern Trust Corp Chicago, IL

6.59M
Shares

$810 Million
0.12% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.57M
Shares

$684 Million
2.18% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$561 Million
10.14% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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