Wbh Advisory Inc Ishares Trust Ishares Esg Awar Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 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

634

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$735 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$487 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$455 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$441 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$387 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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