Soa Wealth Advisors, Llc. Ishares, Inc. Ishares Esg Awar Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 12, 2021	SELL	$40.74 - $44.79 $3,503 - $3,851	-86 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$41.83 - $47.19 $3,597 - $4,058	86 New	86 $3,000

Others Institutions Holding ESGE

# of Institutions

548

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$618 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$216 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$200 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$199 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$185 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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