Beacon Financial Planning, Inc Ishares Trust Ishares Esg Awar Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 5,608 shares of ESGD stock, worth $531,301. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,608
Previous 5,608
-0.0%
Holding current value
$531,301
Previous $500 Million
4.21%
% of portfolio
0.27%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding ESGD
# of Institutions
741Shares Held
96.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.7MShares$1.01 Billion0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$744 Million0.05% of portfolio
-
Personal Capital Advisors Corp6.28MShares$595 Million2.0% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.61MShares$532 Million1.45% of portfolio
-
Tiaa, Fsb St. Louis, MO4.79MShares$454 Million1.26% of portfolio