Arq Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 2,911 shares of ESGD stock, worth $257,914. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,911

Previous 2,909 0.07%

Holding current value

$257,914

Previous $221,000 7.24%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$75.32 - $84.77 $150 - $169	2 Added 0.07%	2,911 $237,000
Q4 2024 Feb 19, 2025	SELL	$75.65 - $83.47 $46,373 - $51,167	-613 Reduced 17.4%	2,909 $221,000
Q3 2024 Nov 05, 2024	BUY	$75.63 - $84.89 $2,344 - $2,631	31 Added 0.89%	3,522 $296,000
Q2 2024 Aug 02, 2024	BUY	$76.22 - $82.36 $3,811 - $4,118	50 Added 1.45%	3,491 $275,000
Q1 2024 May 23, 2024	BUY	$73.39 - $80.18 $12,843 - $14,031	175 Added 5.36%	3,441 $274,000
Q4 2023 Feb 26, 2024	BUY	$65.9 - $75.7 $1,911 - $2,195	29 Added 0.9%	3,266 $246,000
Q3 2023 Nov 30, 2023	BUY	$68.87 - $74.82 $222,932 - $242,192	3,237 New	3,237 $223,000

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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Arq Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History