Altus Wealth Group LLC Ishares, Inc. Ishares Esg Awar Transaction History

Altus Wealth Group LLC

$221 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$41.83 - $47.19 $7,780 - $8,777	-186 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$35.59 - $41.99 $6,619 - $7,810	186 New	186 $8,000

Others Institutions Holding ESGE

# of Institutions

560

Shares Held

99M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$623 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.18M
Shares

$219 Million
0.63% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.74M
Shares

$204 Million
0.65% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$200 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$187 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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