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

637

Shares Held

93.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

9.48M
Shares

$732 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$485 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$453 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$439 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$385 Million
0.03% of portfolio

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account