Sugarloaf Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 850 shares of ESGU stock, worth $102,790. This represents 0.02% of its overall portfolio holdings.
Number of Shares
850
Previous 743
14.4%
Holding current value
$102,790
Previous $77,000
25.97%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding ESGU
# of Institutions
787Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.63 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.33 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$561 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$554 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$553 Million10.14% of portfolio