Wealth Plan Investment Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,834 shares of ESGE stock, worth $212,647. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,834
Previous 5,132
5.81%
Holding current value
$212,647
Previous $201,000
3.98%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ESGE
# of Institutions
610Shares Held
104MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.5MShares$680 Million0.05% of portfolio
-
Personal Capital Advisors Corp5.64MShares$248 Million0.82% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.58MShares$246 Million0.66% of portfolio
-
Morgan Stanley New York, NY5.44MShares$239 Million0.01% of portfolio
-
Tiaa, Fsb St. Louis, MO4.8MShares$211 Million0.55% of portfolio