Valley Forge Investment Consultants Inc Adv Ishares Trust Ishares Esg Awar Transaction History

Valley Forge Investment Consultants Inc Adv

$285 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$66.27 - $72.39 $1.48 Million - $1.61 Million	22,276 Added 366.26%	28,358 $2.04 Million
Q4 2022 Feb 14, 2023	SELL	$55.83 - $67.96 $431,398 - $525,126	-7,727 Reduced 55.96%	6,082 $399,000
Q1 2022 May 06, 2022	BUY	$67.21 - $80.45 $928,102 - $1.11 Million	13,809 New	13,809 $1.02 Million

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

$752 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$498 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$466 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$452 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$396 Million
0.03% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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