Values Added Financial LLC Ishares Trust Ishares Esg Awar Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Values Added Financial LLC holds 24,105 shares of ESGD stock, worth $1.92 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
24,105
Previous 19,099
26.21%
Holding current value
$1.92 Million
Previous $1.61 Billion
14.17%
% of portfolio
1.06%
Previous 1.01%
Shares
6 transactions
Others Institutions Holding ESGD
# of Institutions
640Shares Held
93.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$754 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$499 Million2.0% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$474 Million1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$467 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.99MShares$397 Million0.03% of portfolio