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

Aprio Wealth Management, LLC

$631 Million
Q4 2024

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 1,601 shares of ESGU stock, worth $195,241. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,601

Previous 1,596 0.31%

Holding current value

$195,241

Previous $201,000 2.49%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$124.61 - $133.96 $623 - $669	5 Added 0.31%	1,601 $206,000
Q3 2024 Oct 07, 2024	SELL	$113.45 - $126.18 $36,190 - $40,251	-319 Reduced 16.66%	1,596 $201,000
Q2 2024 Jul 10, 2024	SELL	$108.69 - $119.84 $22,498 - $24,806	-207 Reduced 9.75%	1,915 $228,000
Q1 2024 Apr 10, 2024	SELL	$102.91 - $114.96 $106,820 - $119,328	-1,038 Reduced 32.85%	2,122 $243,000
Q4 2023 Jan 17, 2024	SELL	$89.99 - $105.25 $35,546 - $41,573	-395 Reduced 11.11%	3,160 $331,000
Q3 2023 Oct 10, 2023	BUY	$93.48 - $100.86 $131,245 - $141,607	1,404 Added 65.27%	3,555 $333,000
Q2 2023 Jul 13, 2023	SELL	$88.97 - $97.46 $21,085 - $23,098	-237 Reduced 9.92%	2,151 $209,000
Q1 2023 Apr 14, 2023	BUY	$84.05 - $92.64 $200,711 - $221,224	2,388 New	2,388 $215,000

Others Institutions Holding ESGU

# of Institutions

858

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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