Archetype Wealth Partners Ishares Trust Ishares Esg Awar Transaction History

Archetype Wealth Partners

$681 Million
Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Archetype Wealth Partners holds 4,078 shares of ESGD stock, worth $361,310. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,078

Previous 4,112 0.83%

Holding current value

$361,310

Previous $313,000 6.39%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$75.32 - $84.77 $2,560 - $2,882	-34 Reduced 0.83%	4,078 $333,000
Q4 2024 Feb 14, 2025	SELL	$75.65 - $83.47 $756 - $834	-10 Reduced 0.24%	4,112 $313,000
Q3 2024 Nov 14, 2024	SELL	$75.63 - $84.89 $831 - $933	-11 Reduced 0.27%	4,122 $347,000
Q2 2024 Aug 15, 2024	BUY	$76.22 - $82.36 $152 - $164	2 Added 0.05%	4,133 $326,000
Q1 2024 May 14, 2024	BUY	$73.39 - $80.18 $366 - $400	5 Added 0.12%	4,131 $330,000
Q4 2023 Feb 14, 2024	SELL	$65.9 - $75.7 $108,669 - $124,829	-1,649 Reduced 28.55%	4,126 $312,000
Q3 2023 Nov 13, 2023	SELL	$68.87 - $74.82 $140,150 - $152,258	-2,035 Reduced 26.06%	5,775 $399,000
Q2 2023 Aug 14, 2023	BUY	$70.97 - $74.19 $554,275 - $579,423	7,810 New	7,810 $570,000

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Archetype Wealth Partners Ishares Trust Ishares Esg Awar Transaction History