Institutional Ownership Ishares Esg Aware Moderate All (EAOM)
This table provides information about the institutional ownership of Ishares Esg Aware Moderate All (EAOM). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 39,633 shares, which have been reported (via 13F filing form) to have a value of $1.08 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,537
shares
|
$369,424
0.0% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
11,200
shares
|
$305,648
0.09% of portfolio
|
Q3 2022
Reduced 1.1%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,317
shares
|
$199,680
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,452
shares
|
$148,785
0.0% of portfolio
|
Q4 2022
Reduced 63.32%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,785
shares
|
$48,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
276
shares
|
$7,532
0.0% of portfolio
|
Q2 2023
Reduced 73.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
65
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Added 6400.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|