Umb Bank, N.A. Ishares Trust Ishares Esg Awar Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$55.75 - $67.2 $25,366 - $30,576	-455 Reduced 2.98%	14,810 $831,000
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $1.17 Million - $1.26 Million	15,265 New	15,265 $1.21 Million

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$735 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$487 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$455 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$441 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$387 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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