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 $212,981. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,601

Previous 1,596 0.31%

Holding current value

$212,981

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

835

Shares Held

94.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

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