Schwallier Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 1,716 shares of ESGU stock, worth $252,063. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,716
Previous 1,711
0.29%
Holding current value
$252,063
Previous $232 Million
7.88%
% of portfolio
0.16%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding ESGU
# of Institutions
892Shares Held
95.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.98 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.88MShares$1.45 Billion0.09% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$872 Million2.12% of portfolio
-
Northern Trust Corp Chicago, IL5.15MShares$757 Million0.1% of portfolio
-
55 I, LLC Boston, MA4.57MShares$671 Million10.14% of portfolio