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

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 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 12,956 shares of ESGD stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,956
Previous 12,849 0.83%
Holding current value
$1.23 Million
Previous $1.15 Million 5.06%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$87.05 - $93.19 $9,314 - $9,971
107 Added 0.83%
12,956 $1.2 Million
Q2 2025

Aug 14, 2025
SELL
$73.02 - $90.22 $34,319 - $42,403
-470 Reduced 3.53%
12,849 $1.15 Million
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
752
Shares Held
96.3M
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
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email