Baker Tilly Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,452 shares of ESGU stock, worth $313,095. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,452
Previous 4,158 41.03%
Holding current value
$313,095
Previous $524,000 39.89%
% of portfolio
0.13%
Previous 0.24%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$124.61 - $133.96 $212,584 - $228,535
-1,706 Reduced 41.03%
2,452 $315,000
Q3 2024

Oct 24, 2024
SELL
$113.45 - $126.18 $117,193 - $130,343
-1,033 Reduced 19.9%
4,158 $524,000
Q2 2024

Jul 18, 2024
SELL
$108.69 - $119.84 $1.14 Million - $1.26 Million
-10,523 Reduced 66.97%
5,191 $619,000
Q1 2024

May 09, 2024
SELL
$102.91 - $114.96 $476,987 - $532,839
-4,635 Reduced 22.78%
15,714 $1.81 Million
Q4 2023

Jan 10, 2024
SELL
$89.99 - $105.25 $54,623 - $63,886
-607 Reduced 2.9%
20,349 $2.14 Million
Q3 2023

Oct 10, 2023
SELL
$93.48 - $100.86 $1.04 Million - $1.12 Million
-11,116 Reduced 34.66%
20,956 $1.97 Million
Q2 2023

Jul 20, 2023
BUY
$88.97 - $97.46 $33,630 - $36,839
378 Added 1.19%
32,072 $3.13 Million
Q1 2023

Apr 12, 2023
SELL
$84.05 - $92.64 $1.63 Million - $1.8 Million
-19,450 Reduced 38.03%
31,694 $2.87 Million
Q4 2022

Jan 26, 2023
BUY
$79.22 - $90.53 $223,638 - $255,566
2,823 Added 5.84%
51,144 $0
Q3 2022

Oct 20, 2022
BUY
$79.41 - $95.97 $91,162 - $110,173
1,148 Added 2.43%
48,321 $3.84 Million
Q2 2022

Jul 28, 2022
SELL
$81.27 - $102.58 $204,556 - $258,193
-2,517 Reduced 5.07%
47,173 $3.96 Million
Q1 2022

Apr 27, 2022
BUY
$93.13 - $108.44 $776,517 - $904,172
8,338 Added 20.16%
49,690 $5.04 Million
Q4 2021

Feb 08, 2022
BUY
$98.21 - $108.46 $115,396 - $127,440
1,175 Added 2.92%
41,352 $4.46 Million
Q3 2021

Nov 02, 2021
BUY
$97.63 - $104.12 $584,022 - $622,845
5,982 Added 17.49%
40,177 $3.96 Million
Q2 2021

Jul 30, 2021
BUY
$91.95 - $98.47 $486,507 - $521,004
5,291 Added 18.31%
34,195 $3.37 Million
Q1 2021

Apr 28, 2021
SELL
$84.89 - $91.26 $33,276 - $35,773
-392 Reduced 1.34%
28,904 $2.63 Million
Q4 2020

Feb 03, 2021
BUY
$74.43 - $86.03 $2.18 Million - $2.52 Million
29,296 New
29,296 $2.52 Million

Others Institutions Holding ESGU

# of Institutions
812
Shares Held
94.8M
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 Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email