Avidian Wealth Solutions, LLC Ishares Trust Ishares Esg Awar Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 14,314 shares of ESGU stock, worth $1.85 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,314

Previous 12,991 10.18%

Holding current value

$1.85 Million

Previous $1.67 Million 4.3%

% of portfolio

0.08%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$120.24 - $134.3 $159,077 - $177,678	1,323 Added 10.18%	14,314 $1.75 Million
Q4 2024 Jan 29, 2025	BUY	$124.61 - $133.96 $3,115 - $3,349	25 Added 0.19%	12,991 $1.67 Million
Q3 2024 Oct 30, 2024	BUY	$113.45 - $126.18 $84,293 - $93,751	743 Added 6.08%	12,966 $1.64 Million
Q2 2024 Aug 06, 2024	SELL	$108.69 - $119.84 $491,604 - $542,036	-4,523 Reduced 27.01%	12,223 $1.46 Million
Q1 2024 May 03, 2024	SELL	$102.91 - $114.96 $1.38 Million - $1.55 Million	-13,443 Reduced 44.53%	16,746 $1.93 Million
Q4 2023 Feb 06, 2024	SELL	$89.99 - $105.25 $226,324 - $264,703	-2,515 Reduced 7.69%	30,189 $3.17 Million
Q3 2023 Oct 13, 2023	SELL	$93.48 - $100.86 $1.02 Million - $1.1 Million	-10,859 Reduced 24.93%	32,704 $3.07 Million
Q2 2023 Aug 03, 2023	SELL	$88.97 - $97.46 $277,586 - $304,075	-3,120 Reduced 6.68%	43,563 $4.25 Million
Q1 2023 May 08, 2023	SELL	$84.05 - $92.64 $3.37 Million - $3.71 Million	-40,059 Reduced 46.18%	46,683 $4.22 Million
Q4 2022 Feb 06, 2023	SELL	$79.22 - $90.53 $831,572 - $950,293	-10,497 Reduced 10.8%	86,742 $7.35 Million
Q3 2022 Nov 03, 2022	SELL	$79.41 - $95.97 $231,797 - $280,136	-2,919 Reduced 2.91%	97,239 $7.72 Million
Q2 2022 Jul 29, 2022	BUY	$81.27 - $102.58 $748,334 - $944,556	9,208 Added 10.12%	100,158 $8.4 Million
Q1 2022 May 10, 2022	BUY	$93.13 - $108.44 $1.9 Million - $2.22 Million	20,445 Added 29.0%	90,950 $9.22 Million
Q4 2021 Feb 14, 2022	BUY	$98.21 - $108.46 $3.87 Million - $4.27 Million	39,386 Added 126.57%	70,505 $7.61 Million
Q3 2021 Nov 10, 2021	BUY	$97.63 - $104.12 $176,124 - $187,832	1,804 Added 6.15%	31,119 $3.06 Million
Q2 2021 Aug 09, 2021	SELL	$91.95 - $98.47 $367,800 - $393,880	-4,000 Reduced 12.01%	29,315 $2.89 Million
Q1 2021 May 05, 2021	BUY	$84.89 - $91.26 $422,157 - $453,835	4,973 Added 17.55%	33,315 $3.03 Million
Q4 2020 Feb 09, 2021	BUY	$74.43 - $86.03 $367,237 - $424,472	4,934 Added 21.08%	28,342 $2.44 Million
Q3 2020 Nov 06, 2020	BUY	$70.41 - $81.56 $379,228 - $439,282	5,386 Added 29.89%	23,408 $1.78 Million
Q2 2020 Aug 10, 2020	BUY	$55.08 - $72.67 $528,823 - $697,704	9,601 Added 114.01%	18,022 $1.26 Million
Q1 2020 Apr 22, 2020	BUY	$49.98 - $75.58 $420,881 - $636,459	8,421 New	8,421 $484,000

Others Institutions Holding ESGU

# of Institutions

850

Shares Held

95.5M

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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Ishares Trust Ishares Esg Awar Transaction History