Ep Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 515,167 shares of ESGD stock, worth $41 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
515,167
Previous 497,450
3.56%
Holding current value
$41 Million
Previous $39.2 Million
10.65%
% of portfolio
0.39%
Previous 0.42%
Shares
25 transactions
Others Institutions Holding ESGD
# of Institutions
638Shares Held
92.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$754 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$500 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$467 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$453 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$397 Million0.03% of portfolio