Wealth Plan Investment Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 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 3,289 shares of ESGU stock, worth $431,681. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,289

Previous 3,153 4.31%

Holding current value

$431,681

Previous $397,000 6.55%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$124.61 - $133.96 $16,946 - $18,218	136 Added 4.31%	3,289 $423,000
Q3 2024 Nov 05, 2024	BUY	$113.45 - $126.18 $1,247 - $1,387	11 Added 0.35%	3,153 $397,000
Q2 2024 Aug 09, 2024	BUY	$108.69 - $119.84 $869 - $958	8 Added 0.26%	3,142 $374,000
Q3 2023 Nov 15, 2023	BUY	$93.48 - $100.86 $292,966 - $316,095	3,134 New	3,134 $294,000
Q4 2022 Feb 15, 2023	BUY	$79.22 - $90.53 $75,259 - $86,003	950 Added 6.54%	15,467 $1.31 Million
Q3 2022 Dec 12, 2022	SELL	$79.41 - $95.97 $1.45 Million - $1.76 Million	-18,304 Reduced 55.77%	14,517 $1.27 Million
Q1 2022 Sep 07, 2022	BUY	$93.13 - $108.44 $3.06 Million - $3.56 Million	32,821 New	32,821 $3.02 Million

Others Institutions Holding ESGU

# of Institutions

854

Shares Held

96.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Wealth Plan Investment Management, LLC Ishares Trust Ishares Esg Awar Transaction History