Verity Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Verity Wealth Advisors holds 7,335 shares of ESGD stock, worth $619,147. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,335
Previous 7,335
-0.0%
Holding current value
$619,147
Previous $586,000
1.54%
% of portfolio
0.43%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding ESGD
# of Institutions
625Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$797 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$530 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$496 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$482 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$421 Million0.03% of portfolio