Private Wealth Management Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 18,079 shares of ESGD stock, worth $1.59 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

18,079

Previous 18,403 1.76%

Holding current value

$1.59 Million

Previous $1.5 Billion 7.29%

% of portfolio

0.54%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$73.02 - $90.22 $23,658 - $29,231	-324 Reduced 1.76%	18,079 $1.61 Billion
Q1 2025 May 02, 2025	SELL	$75.32 - $84.77 $109,967 - $123,764	-1,460 Reduced 7.35%	18,403 $1.5 Billion
Q4 2024 Jan 27, 2025	BUY	$75.65 - $83.47 $20,274 - $22,369	268 Added 1.37%	19,863 $1.51 Billion
Q3 2024 Oct 29, 2024	BUY	$75.63 - $84.89 $59,369 - $66,638	785 Added 4.17%	19,595 $1.65 Billion
Q2 2024 Aug 13, 2024	BUY	$76.22 - $82.36 $46,113 - $49,827	605 Added 3.32%	18,810 $1.48 Billion
Q1 2024 Apr 30, 2024	SELL	$73.39 - $80.18 $4,550 - $4,971	-62 Reduced 0.34%	18,205 $1.45 Billion
Q4 2023 Feb 08, 2024	BUY	$65.9 - $75.7 $1.2 Million - $1.38 Million	18,267 New	18,267 $1.38 Billion

Others Institutions Holding ESGD

# of Institutions

701

Shares Held

96.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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