Valmark Advisers, Inc. Ishares Trust Ishares Esg Awar Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,308 shares of ESGD stock, worth $208,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,308

Holding current value

$208,597

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$73.02 - $90.22 $168,530 - $208,227	2,308 New	2,308 $205,000

Others Institutions Holding ESGD

# of Institutions

694

Shares Held

96.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.6M
Shares

$962 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.17M
Shares

$648 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$568 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.86M
Shares

$529 Million
1.57% of portfolio
Northern Trust Corp Chicago, IL

5.66M
Shares

$511 Million
0.07% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Trust Ishares Esg Awar Transaction History