Wcg Wealth Advisors LLC Ishares, Inc. Ishares Esg Awar Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$27.67 - $32.89 $14,803 - $17,596	-535 Reduced 5.51%	9,173 $254,000
Q2 2022 Aug 23, 2022	BUY	$31.92 - $38.05 $309,879 - $369,389	9,708 New	9,708 $314,000

Others Institutions Holding ESGE

# of Institutions

545

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$600 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$210 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$194 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$193 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$180 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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