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

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

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 16,746 shares of ESGU stock, worth $2.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,746
Previous 30,189 44.53%
Holding current value
$2.04 Million
Previous $3.17 Million 39.22%
% of portfolio
0.1%
Previous 0.2%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.9 - $90.53 $870,201 - $950,293
-10,497 Reduced 10.8%
86,742 $7.35 Million
Q3 2022

Nov 03, 2022
SELL
$82.11 - $95.97 $239,679 - $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
787
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email