Archetype Wealth Partners Ishares Trust Ishares Esg Awar Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

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 4,122 shares of ESGD stock, worth $319,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,122
Previous 4,133 0.27%
Holding current value
$319,578
Previous $326,000 6.44%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
634
Shares Held
93.2M
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
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