Bergan Kdv Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 25,028 shares of ESGE stock, worth $927,287. This represents 0.08% of its overall portfolio holdings.

Number of Shares
25,028
Previous 16,496 51.72%
Holding current value
$927,287
Previous $519,000 52.41%
% of portfolio
0.08%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$30.3 - $32.81 $258,519 - $279,934
8,532 Added 51.72%
25,028 $791,000
Q1 2023

Apr 27, 2023
BUY
$29.58 - $33.94 $114,504 - $131,381
3,871 Added 30.66%
16,496 $519,000
Q4 2022

Jan 31, 2023
SELL
$26.89 - $31.56 $20,705 - $24,301
-770 Reduced 5.75%
12,625 $379,000
Q3 2022

Oct 24, 2022
BUY
$27.67 - $32.89 $38,793 - $46,111
1,402 Added 11.69%
13,395 $371,000
Q2 2022

Jul 13, 2022
SELL
$31.92 - $38.05 $112,964 - $134,658
-3,539 Reduced 22.79%
11,993 $387,000
Q1 2022

May 09, 2022
BUY
$33.66 - $41.37 $15,012 - $18,451
446 Added 2.96%
15,532 $570,000
Q4 2021

Jan 28, 2022
BUY
$38.5 - $43.37 $78,386 - $88,301
2,036 Added 15.6%
15,086 $600,000
Q3 2021

Nov 12, 2021
BUY
$40.74 - $44.79 $160,719 - $176,696
3,945 Added 43.33%
13,050 $541,000
Q2 2021

Aug 10, 2021
BUY
$42.32 - $45.78 $49,048 - $53,059
1,159 Added 14.59%
9,105 $411,000
Q1 2021

May 11, 2021
BUY
$41.83 - $47.19 $296,323 - $334,293
7,084 Added 821.81%
7,946 $344,000
Q3 2020

Nov 05, 2020
BUY
$32.5 - $36.82 $28,015 - $31,738
862 New
862 $31,000

Others Institutions Holding ESGE

# of Institutions
537
Shares Held
96.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
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