Spectrum Planning & Advisory Services Inc. Ishares Trust Ishares Esg Awar Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	$67.21 - $80.45 $199,680 - $239,016	-2,971 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$76.64 - $82.32 $5,748 - $6,173	75 Added 2.59%	2,971 $236,000
Q3 2021 Oct 13, 2021	BUY	$77.09 - $82.48 $223,252 - $238,862	2,896 New	2,896 $227,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.48M
Shares

$720 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$477 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$446 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$432 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$379 Million
0.03% of portfolio

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