Wr Wealth Planners, LLC Ishares Trust Ishares Esg Awar Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 10, 2024	BUY	$55.83 - $67.96 $6,811 - $8,291	122 New	122 $8.02 Million

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

$727 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$482 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$450 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$437 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$383 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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