A detailed history of Apcm Wealth Management For Individuals transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 25,522 shares of ESGD stock, worth $2.09 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,522
Previous 27,527 7.28%
Holding current value
$2.09 Million
Previous $2.2 Million 8.59%
% of portfolio
0.31%
Previous 0.33%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$76.22 - $82.36 $152,821 - $165,131
-2,005 Reduced 7.28%
25,522 $2.01 Million
Q1 2024

Apr 18, 2024

SELL
$73.39 - $80.18 $243,141 - $265,636
-3,313 Reduced 10.74%
27,527 $2.2 Million
Q4 2023

Jan 16, 2024

BUY
$65.9 - $75.7 $143,925 - $165,328
2,184 Added 7.62%
30,840 $2.33 Million
Q3 2023

Oct 31, 2023

BUY
$68.87 - $74.82 $73,690 - $80,057
1,070 Added 3.88%
28,656 $1.98 Million
Q2 2023

Jul 28, 2023

SELL
$70.97 - $74.19 $24,768 - $25,892
-349 Reduced 1.25%
27,586 $2.01 Million
Q1 2023

May 09, 2023

BUY
$66.27 - $72.39 $337,181 - $368,320
5,088 Added 22.27%
27,935 $2.01 Million
Q4 2022

Feb 01, 2023

BUY
$60.44 - $67.96 $226,106 - $254,238
3,741 Added 19.58%
22,847 $1.5 Million
Q3 2022

Oct 21, 2022

BUY
$56.96 - $67.2 $283,376 - $334,320
4,975 Added 35.21%
19,106 $1.07 Million
Q2 2022

Jul 15, 2022

SELL
$61.64 - $74.67 $510,255 - $618,118
-8,278 Reduced 36.94%
14,131 $887,000
Q1 2022

Apr 11, 2022

BUY
$67.21 - $80.45 $308,561 - $369,345
4,591 Added 25.77%
22,409 $1.65 Million
Q4 2021

Jan 19, 2022

BUY
$76.64 - $82.32 $263,564 - $283,098
3,439 Added 23.92%
17,818 $1.42 Million
Q3 2021

Oct 21, 2021

SELL
$77.09 - $82.48 $10,561 - $11,299
-137 Reduced 0.94%
14,379 $1.13 Million
Q2 2021

Jul 13, 2021

BUY
$76.82 - $82.21 $188,823 - $202,072
2,458 Added 20.38%
14,516 $1.15 Million
Q1 2021

Apr 13, 2021

BUY
$72.34 - $76.86 $11,574 - $12,297
160 Added 1.34%
12,058 $915,000
Q4 2020

Jan 12, 2021

SELL
$61.15 - $73.67 $603,489 - $727,049
-9,869 Reduced 45.34%
11,898 $869,000
Q3 2020

Oct 06, 2020

BUY
$60.95 - $65.87 $225,941 - $244,180
3,707 Added 20.53%
21,767 $1.38 Million
Q2 2020

Aug 14, 2020

BUY
$50.54 - $64.22 $184,471 - $234,403
3,650 Added 25.33%
18,060 $1.09 Million
Q1 2020

May 15, 2020

BUY
$46.16 - $69.62 $319,796 - $482,327
6,928 Added 92.6%
14,410 $766,000
Q4 2019

Feb 11, 2020

BUY
$62.3 - $68.88 $466,128 - $515,360
7,482 New
7,482 $514,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Apcm Wealth Management For Individuals Portfolio

Follow Apcm Wealth Management For Individuals and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.