Wealth Plan Investment Management, LLC Ishares Trust Ishares Esg Awar Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,142 shares of ESGU stock, worth $400,919. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,142
Previous 3,134
0.26%
Holding current value
$400,919
Previous $360,000
3.89%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding ESGU
# of Institutions
806Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC14.8MShares$1.89 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$1.37 Billion0.11% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.29MShares$675 Million1.95% of portfolio
-
Northern Trust Corp Chicago, IL4.73MShares$604 Million0.1% of portfolio
-
55 I, LLC Boston, MA4.57MShares$583 Million10.14% of portfolio