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

635

Shares Held

93.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$738 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$489 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$457 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$443 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$388 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.