Cherrydale Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Cherrydale Wealth Management, LLC

$256 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	BUY	$61.64 - $74.67 $206,494 - $250,144	3,350 New	3,350 $210,000

Others Institutions Holding ESGD

# of Institutions

638

Shares Held

92.9M

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

$500 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$467 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$453 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$397 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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