Aprio Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Aprio Wealth Management, LLC

$731 Million
Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 13,319 shares of ESGD stock, worth $1.18 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,319

Previous 13,566 1.82%

Holding current value

$1.18 Million

Previous $1.03 Million 5.43%

% of portfolio

0.15%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$75.32 - $84.77 $18,604 - $20,938	-247 Reduced 1.82%	13,319 $1.09 Million
Q4 2024 Jan 10, 2025	BUY	$75.65 - $83.47 $16,037 - $17,695	212 Added 1.59%	13,566 $1.03 Million
Q3 2024 Oct 07, 2024	BUY	$75.63 - $84.89 $5,747 - $6,451	76 Added 0.57%	13,354 $1.12 Million
Q2 2024 Jul 10, 2024	BUY	$76.22 - $82.36 $166,998 - $180,450	2,191 Added 19.76%	13,278 $1.05 Million
Q1 2024 Apr 10, 2024	BUY	$73.39 - $80.18 $7,559 - $8,258	103 Added 0.94%	11,087 $885,000
Q4 2023 Jan 17, 2024	BUY	$65.9 - $75.7 $3,558 - $4,087	54 Added 0.49%	10,984 $829,000
Q3 2023 Oct 10, 2023	BUY	$68.87 - $74.82 $22,864 - $24,840	332 Added 3.13%	10,930 $755,000
Q2 2023 Jul 13, 2023	BUY	$70.97 - $74.19 $43,078 - $45,033	607 Added 6.08%	10,598 $772,000
Q1 2023 Apr 14, 2023	BUY	$66.27 - $72.39 $300,468 - $328,216	4,534 Added 83.09%	9,991 $717,000
Q4 2022 Jan 11, 2023	BUY	$55.83 - $67.96 $304,664 - $370,857	5,457 New	5,457 $0

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History