Cabot Wealth Management Inc Ishares Trust Ishares Esg Awar Transaction History

Cabot Wealth Management Inc

$794 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 09, 2018	SELL	$64.52 - $69.36 $191,947 - $206,346	-2,975 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$66.07 - $68.32 $196,558 - $203,251	2,975	2,975 $202,000

Others Institutions Holding ESGD

# of Institutions

640

Shares Held

93.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$754 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$499 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.96M
Shares

$474 Million
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$467 Million
0.04% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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