Vista Private Wealth Partners. LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$21.11 - $23.38 $130,269 - $144,277	6,171 New	6,171 $143,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$183 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$72.5 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$61.5 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.9 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40.3 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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