Welch & Forbes LLC Ishares Trust Ishares Esg Awar Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	SELL	$120.24 - $134.3 $18,516 - $20,682	-154 Reduced 8.28%	1,707 $208,000
Q4 2024 Feb 06, 2025	BUY	$124.61 - $133.96 $231,899 - $249,299	1,861 New	1,861 $239,000

Others Institutions Holding ESGU

# of Institutions

891

Shares Held

95.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.5M
Shares

$1.98 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

9.88M
Shares

$1.45 Billion
0.09% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.94M
Shares

$872 Million
2.12% of portfolio
Northern Trust Corp Chicago, IL

5.15M
Shares

$757 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$671 Million
10.14% of portfolio

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