Amplius Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,063 shares of ESGU stock, worth $298,062. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,063
Previous 1,894 8.92%
Holding current value
$298,062
Previous $229,000 21.83%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$108.06 - $135.3 $18,262 - $22,865
169 Added 8.92%
2,063 $279,000
Q3 2024

Oct 16, 2024
SELL
$113.45 - $126.18 $13,046 - $14,510
-115 Reduced 5.72%
1,894 $238,000
Q1 2024

Apr 16, 2024
BUY
$102.91 - $114.96 $4,322 - $4,828
42 Added 2.14%
2,009 $230,000
Q4 2023

Jan 10, 2024
BUY
$89.99 - $105.25 $177,010 - $207,026
1,967 New
1,967 $206,000
Q1 2022

May 09, 2022
SELL
$93.13 - $108.44 $108,962 - $126,874
-1,170 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$98.21 - $108.46 $114,905 - $126,898
1,170 New
1,170 $126,000

Others Institutions Holding ESGU

# of Institutions
877
Shares Held
94.7M
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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