Wbh Advisory Inc Ishares Trust Ishares Esg Awar Transaction History

Wbh Advisory Inc

$964 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$67.21 - $80.45 $172,729 - $206,756	-2,570 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$76.64 - $82.32 $196,964 - $211,562	2,570 New	2,570 $204,000

Others Institutions Holding ESGD

# of Institutions

613

Shares Held

93.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.43M
Shares

$759 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$505 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

6.05M
Shares

$487 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.81M
Shares

$468 Million
1.74% of portfolio
Morgan Stanley New York, NY

5.13M
Shares

$412 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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