Zrc Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 17,950 shares of ESGD stock, worth $1.43 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

17,950

Previous 21,353 15.94%

Holding current value

$1.43 Million

Previous $1.8 Billion 23.96%

% of portfolio

0.58%

Previous 0.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$75.65 - $83.47 $257,436 - $284,048	-3,403 Reduced 15.94%	17,950 $1.37 Billion
Q3 2024 Oct 04, 2024	BUY	$75.63 - $84.89 $142,638 - $160,102	1,886 Added 9.69%	21,353 $1.8 Billion
Q2 2024 Jul 08, 2024	BUY	$76.22 - $82.36 $386,892 - $418,059	5,076 Added 35.27%	19,467 $1.53 Billion
Q1 2024 Apr 19, 2024	BUY	$73.39 - $80.18 $241,379 - $263,712	3,289 Added 29.63%	14,391 $1.15 Billion
Q3 2023 Oct 10, 2023	BUY	$68.87 - $74.82 $22,727 - $24,690	330 Added 3.06%	11,102 $767 Million
Q2 2023 Jul 06, 2023	BUY	$70.97 - $74.19 $66,285 - $69,293	934 Added 9.49%	10,772 $786 Million
Q1 2023 May 04, 2023	BUY	$66.27 - $72.39 $651,964 - $712,172	9,838 New	9,838 $707 Million

Others Institutions Holding ESGD

# of Institutions

642

Shares Held

93.1M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Zrc Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History