Baron Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Baron Financial Group, LLC

$157 Million
Q2 2024

A detailed history of Baron Financial Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Baron Financial Group, LLC holds 35,365 shares of ESGD stock, worth $2.93 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

35,365

Previous 37,220 4.98%

Holding current value

$2.93 Million

Previous $2.97 Million 6.32%

% of portfolio

1.77%

Previous 1.84%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$76.22 - $82.36 $141,388 - $152,777	-1,855 Reduced 4.98%	35,365 $2.79 Million
Q1 2024 Apr 30, 2024	SELL	$73.39 - $80.18 $104,580 - $114,256	-1,425 Reduced 3.69%	37,220 $2.97 Million
Q4 2023 Jan 22, 2024	SELL	$65.9 - $75.7 $2,306 - $2,649	-35 Reduced 0.09%	38,645 $2.92 Million
Q3 2023 Oct 19, 2023	BUY	$68.87 - $74.82 $28,236 - $30,676	410 Added 1.07%	38,680 $2.67 Million
Q2 2023 Aug 03, 2023	BUY	$70.97 - $74.19 $15,613 - $16,321	220 Added 0.58%	38,270 $2.79 Million
Q1 2023 Apr 06, 2023	BUY	$66.27 - $72.39 $34,791 - $38,004	525 Added 1.4%	38,050 $2.73 Million
Q4 2022 Jan 20, 2023	BUY	$55.83 - $67.96 $31,264 - $38,057	560 Added 1.51%	37,525 $0
Q3 2022 Nov 03, 2022	BUY	$55.75 - $67.2 $63,555 - $76,608	1,140 Added 3.18%	36,965 $2.08 Million
Q2 2022 Aug 11, 2022	BUY	$61.64 - $74.67 $123,896 - $150,086	2,010 Added 5.94%	35,825 $2.25 Million
Q1 2022 May 13, 2022	BUY	$67.21 - $80.45 $429,135 - $513,673	6,385 Added 23.28%	33,815 $2.49 Million
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $148,681 - $159,700	1,940 Added 7.61%	27,430 $2.18 Million
Q3 2021 Nov 12, 2021	BUY	$77.09 - $82.48 $143,387 - $153,412	1,860 Added 7.87%	25,490 $2 Million
Q2 2021 Aug 06, 2021	BUY	$76.82 - $82.21 $246,976 - $264,305	3,215 Added 15.75%	23,630 $1.87 Million
Q1 2021 May 13, 2021	BUY	$72.34 - $76.86 $299,125 - $317,816	4,135 Added 25.4%	20,415 $1.55 Billion
Q4 2020 Feb 09, 2021	BUY	$61.15 - $73.67 $34,549 - $41,623	565 Added 3.6%	16,280 $1.19 Billion
Q3 2020 Nov 13, 2020	BUY	$60.95 - $65.87 $957,829 - $1.04 Million	15,715 New	15,715 $997,000

Others Institutions Holding ESGD

# of Institutions

626

Shares Held

93M

Call Options Held

600

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Baron Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History