Ae Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ae Wealth Management LLC holds 166 shares of ESGD stock, worth $13,681. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Holding current value
$13,681
% of portfolio
0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$75.65 - $83.47 $12,557 - $13,856
166 New
166 $12,000
Q4 2023

Feb 14, 2024
SELL
$65.9 - $75.7 $188,935 - $217,031
-2,867 Reduced 49.47%
2,928 $221,000
Q3 2023

Oct 11, 2023
SELL
$68.87 - $74.82 $163,497 - $177,622
-2,374 Reduced 29.06%
5,795 $400,000
Q2 2023

Jul 10, 2023
SELL
$70.97 - $74.19 $28,033 - $29,305
-395 Reduced 4.61%
8,169 $595,000
Q1 2023

Apr 14, 2023
BUY
$66.27 - $72.39 $49,437 - $54,002
746 Added 9.54%
8,564 $615,000
Q4 2022

Jan 31, 2023
SELL
$55.83 - $67.96 $29,254 - $35,611
-524 Reduced 6.28%
7,818 $513,000
Q3 2022

Oct 25, 2022
BUY
$55.75 - $67.2 $8,139 - $9,811
146 Added 1.78%
8,342 $468,000
Q2 2022

Aug 03, 2022
BUY
$61.64 - $74.67 $110,273 - $133,584
1,789 Added 27.92%
8,196 $514,000
Q1 2022

Apr 18, 2022
SELL
$67.21 - $80.45 $554,348 - $663,551
-8,248 Reduced 56.28%
6,407 $472,000
Q4 2021

Jan 20, 2022
BUY
$76.64 - $82.32 $466,967 - $501,575
6,093 Added 71.16%
14,655 $1.17 Million
Q3 2021

Nov 01, 2021
BUY
$77.09 - $82.48 $335,418 - $358,870
4,351 Added 103.32%
8,562 $671,000
Q2 2021

Jul 21, 2021
BUY
$76.82 - $82.21 $323,489 - $346,186
4,211 New
4,211 $333,000

Others Institutions Holding ESGD

# of Institutions
665
Shares Held
97M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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