Bell Investment Advisors, Inc Ishares Trust Ishares Esg Awar Transaction History

Bell Investment Advisors, Inc

$538 Million
Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 8,809 shares of ESGD stock, worth $776,689. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,809

Previous 8,909 1.12%

Holding current value

$776,689

Previous $678,000 6.05%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$75.32 - $84.77 $7,531 - $8,477	-100 Reduced 1.12%	8,809 $719,000
Q4 2024 Feb 07, 2025	BUY	$75.65 - $83.47 $38,203 - $42,152	505 Added 6.01%	8,909 $678,000
Q3 2024 Nov 13, 2024	BUY	$75.63 - $84.89 $9,075 - $10,186	120 Added 1.45%	8,404 $707,000
Q2 2024 Aug 07, 2024	BUY	$76.22 - $82.36 $9,832 - $10,624	129 Added 1.58%	8,284 $652,000
Q1 2024 May 08, 2024	SELL	$73.39 - $80.18 $17,466 - $19,082	-238 Reduced 2.84%	8,155 $651,000
Q4 2023 Feb 14, 2024	BUY	$65.9 - $75.7 $15,881 - $18,243	241 Added 2.96%	8,393 $634,000
Q3 2023 Nov 08, 2023	SELL	$68.87 - $74.82 $27,754 - $30,152	-403 Reduced 4.71%	8,152 $563,000
Q2 2023 Aug 09, 2023	BUY	$70.97 - $74.19 $42,794 - $44,736	603 Added 7.58%	8,555 $623,000
Q1 2023 May 10, 2023	BUY	$66.27 - $72.39 $41,153 - $44,954	621 Added 8.47%	7,952 $571,000
Q4 2022 Feb 08, 2023	BUY	$55.83 - $67.96 $25,067 - $30,514	449 Added 6.52%	7,331 $481,000
Q3 2022 Nov 09, 2022	BUY	$55.75 - $67.2 $119,360 - $143,875	2,141 Added 45.16%	6,882 $386,000
Q2 2022 Aug 12, 2022	BUY	$61.64 - $74.67 $39,203 - $47,490	636 Added 15.49%	4,741 $298,000
Q4 2021 Feb 14, 2022	BUY	$76.64 - $82.32 $117,029 - $125,702	1,527 Added 59.23%	4,105 $326,000
Q3 2021 Nov 12, 2021	BUY	$77.09 - $82.48 $198,738 - $212,633	2,578 New	2,578 $202,000

Others Institutions Holding ESGD

# of Institutions

703

Shares Held

96.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Account

Bell Investment Advisors, Inc Ishares Trust Ishares Esg Awar Transaction History