Balanced Rock Investment Advisor Ishares Trust Ishares Esg Awar Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 33,556 shares of ESGU stock, worth $4.93 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
33,556
Previous 33,974 1.23%
Holding current value
$4.93 Million
Previous $4.6 Billion 6.29%
% of portfolio
3.57%
Previous 3.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$134.94 - $145.86 $56,404 - $60,969
-418 Reduced 1.23%
33,556 $4.89 Billion
Q2 2025

Aug 14, 2025
BUY
$108.06 - $135.3 $873,448 - $1.09 Million
8,083 Added 31.22%
33,974 $4.6 Billion
Q1 2025

May 12, 2025
BUY
$120.24 - $134.3 $165,570 - $184,931
1,377 Added 5.62%
25,891 $3.16 Billion
Q4 2024

Feb 13, 2025
SELL
$124.61 - $133.96 $76,012 - $81,715
-610 Reduced 2.43%
24,514 $3.16 Billion
Q3 2024

Nov 13, 2024
BUY
$113.45 - $126.18 $31,879 - $35,456
281 Added 1.13%
25,124 $3.17 Billion
Q2 2024

Jul 31, 2024
BUY
$108.69 - $119.84 $6,738 - $7,430
62 Added 0.25%
24,843 $2.96 Billion
Q1 2024

May 13, 2024
BUY
$102.91 - $114.96 $842,832 - $941,522
8,190 Added 49.36%
24,781 $2.85 Billion
Q4 2023

Feb 13, 2024
BUY
$89.99 - $105.25 $1.49 Million - $1.75 Million
16,591 New
16,591 $1.74 Billion

Others Institutions Holding ESGU

# of Institutions
891
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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