Financial Perspectives, Inc Ishares Trust Ishares Esg Awar Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Financial Perspectives, Inc holds 954 shares of ESGU stock, worth $125,718. This represents 0.04% of its overall portfolio holdings.

Number of Shares

954

Previous 953 0.1%

Holding current value

$125,718

Previous $120 Million 2.11%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$124.61 - $133.96 $124 - $133	1 Added 0.1%	954 $123 Million
Q4 2023 Feb 01, 2024	BUY	$89.99 - $105.25 $89 - $105	1 Added 0.11%	953 $100 Million
Q4 2022 Jan 09, 2024	BUY	$79.22 - $90.53 $79 - $90	1 Added 0.11%	952 $80.7 Million
Q1 2022 Jan 09, 2024	BUY	$93.13 - $108.44 $27,100 - $31,556	291 Added 44.09%	951 $96.4 Million
Q2 2021 Jan 09, 2024	SELL	$91.95 - $98.47 $5.02 Million - $5.38 Million	-54,589 Reduced 98.81%	660 $65 Million
Q1 2021 Jan 09, 2024	BUY	$84.89 - $91.26 $4.64 Million - $4.99 Million	54,641 Added 8987.01%	55,249 $608,000
Q4 2020 Jan 09, 2024	BUY	$74.43 - $86.03 $45,253 - $52,306	608 New	608 $52.3 Million

Others Institutions Holding ESGU

# of Institutions

835

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Financial Perspectives, Inc Ishares Trust Ishares Esg Awar Transaction History