Wealth Plan Partners, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$24.66 - $37.05 $165,394 - $248,494	-6,707 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$32.11 - $35.96 $215,361 - $241,183	6,707 New	6,707 $242,000

Others Institutions Holding ESGE

# of Institutions

537

Shares Held

96.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$538 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.75M
Shares

$195 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$193 Million
0.71% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$191 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.28M
Shares

$179 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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