Atria Wealth Solutions, Inc. Ishares, Inc. Ishares Esg Awar Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 56,546 shares of ESGE stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

56,546

Previous 62,241 9.15%

Holding current value

$1.97 Million

Previous $2.27 Million 16.68%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$33.39 - $37.66 $190,156 - $214,473	-5,695 Reduced 9.15%	56,546 $1.89 Million
Q3 2024 Nov 08, 2024	BUY	$32.04 - $37.11 $2,114 - $2,449	66 Added 0.11%	62,241 $2.27 Million
Q2 2024 Jul 22, 2024	BUY	$31.14 - $34.36 $538,846 - $594,565	17,304 Added 38.56%	62,175 $2.08 Million
Q1 2024 May 13, 2024	SELL	$29.99 - $32.59 $100,466 - $109,176	-3,350 Reduced 6.95%	44,871 $1.45 Million
Q4 2023 Feb 02, 2024	SELL	$29.26 - $32.06 $908,727 - $995,687	-31,057 Reduced 39.17%	48,221 $1.55 Million
Q3 2023 Nov 08, 2023	SELL	$30.17 - $33.62 $616,252 - $686,722	-20,426 Reduced 20.49%	79,278 $2.4 Million
Q2 2023 Aug 03, 2023	BUY	$30.3 - $32.81 $517,039 - $559,869	17,064 Added 20.65%	99,704 $3.15 Million
Q1 2023 Aug 22, 2023	BUY	$29.58 - $33.94 $808,776 - $927,987	27,342 Added 27.42%	127,046 $4 Million
Q1 2023 Jun 14, 2023	SELL	$29.58 - $33.94 $1.31 Million - $1.51 Million	-44,406 Reduced 34.95%	82,640 $2.6 Million
Q1 2023 May 10, 2023	BUY	$29.58 - $33.94 $1.31 Million - $1.51 Million	44,406 Added 53.73%	127,046 $4 Million
Q4 2022 Aug 30, 2023	SELL	$26.89 - $31.56 $458,850 - $538,539	-17,064 Reduced 17.11%	82,640 $2.48 Million
Q4 2022 Feb 13, 2023	SELL	$26.89 - $31.56 $2 Million - $2.35 Million	-74,451 Reduced 47.39%	82,640 $2.48 Million
Q3 2022 Nov 14, 2022	SELL	$27.67 - $32.89 $839,175 - $997,487	-30,328 Reduced 16.18%	157,091 $4.35 Million
Q2 2022 Aug 15, 2022	SELL	$31.92 - $38.05 $6.11 Million - $7.28 Million	-191,431 Reduced 50.53%	187,419 $6.06 Million
Q1 2022 May 16, 2022	BUY	$33.66 - $41.37 $12.8 Million - $15.7 Million	378,850 New	378,850 $13.9 Million

Others Institutions Holding ESGE

# of Institutions

567

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Atria Wealth Solutions, Inc. Ishares, Inc. Ishares Esg Awar Transaction History