Coulter & Justus Financial Services, LLC Ishares Trust Ishares Esg Awar Transaction History

Coulter & Justus Financial Services, LLC

$450 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$55.83 - $67.96 $228,288 - $277,888	4,089 New	4,089 $268,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.48M
Shares

$715 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$474 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.87M
Shares

$443 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$430 Million
1.62% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$377 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

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