Aaron Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Aaron Wealth Advisors LLC

$854 Million
Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 7,670 shares of ESGD stock, worth $627,942. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,670

Previous 7,926 3.23%

Holding current value

$627,942

Previous $667,000 12.59%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$75.65 - $83.47 $19,366 - $21,368	-256 Reduced 3.23%	7,670 $583,000
Q2 2024 Jul 22, 2024	BUY	$76.22 - $82.36 $15,167 - $16,389	199 Added 2.58%	7,926 $624,000
Q1 2024 Apr 25, 2024	BUY	$73.39 - $80.18 $179,071 - $195,639	2,440 Added 46.15%	7,727 $617,000
Q4 2023 Jan 26, 2024	SELL	$65.9 - $75.7 $9,094 - $10,446	-138 Reduced 2.54%	5,287 $399,000
Q3 2023 Oct 19, 2023	BUY	$68.87 - $74.82 $51,583 - $56,040	749 Added 16.02%	5,425 $375,000
Q1 2023 May 02, 2023	SELL	$66.27 - $72.39 $9,277 - $10,134	-140 Reduced 2.91%	4,676 $335,000
Q4 2022 Jan 24, 2023	SELL	$55.83 - $67.96 $69,396 - $84,474	-1,243 Reduced 20.51%	4,816 $0
Q3 2022 Oct 21, 2022	SELL	$55.75 - $67.2 $35,234 - $42,470	-632 Reduced 9.45%	6,059 $340,000
Q2 2022 Jul 22, 2022	SELL	$61.64 - $74.67 $18.4 Million - $22.3 Million	-298,108 Reduced 97.8%	6,691 $419,000
Q1 2022 May 10, 2022	BUY	$67.21 - $80.45 $20.2 Million - $24.2 Million	300,710 Added 7354.12%	304,799 $4.13 Million
Q4 2021 Jan 21, 2022	BUY	$76.64 - $82.32 $12,645 - $13,582	165 Added 4.2%	4,089 $324,000
Q2 2021 Jul 29, 2021	BUY	$76.82 - $82.21 $48,550 - $51,956	632 Added 19.2%	3,924 $310,000
Q1 2021 Apr 29, 2021	BUY	$72.34 - $76.86 $15,336 - $16,294	212 Added 6.88%	3,292 $249,000
Q4 2020 Feb 04, 2021	BUY	$61.15 - $73.67 $188,342 - $226,903	3,080 New	3,080 $224,000

Others Institutions Holding ESGD

# of Institutions

658

Shares Held

96.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.

Account

Aaron Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History