Big Sur Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 23,000 shares of ESGD stock, worth $2.07 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
23,000
Previous 23,000 -0.0%
Holding current value
$2.07 Million
Previous $1.88 Million 9.27%
% of portfolio
0.54%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
SELL
$55.83 - $67.96 $1.12 Million - $1.36 Million
-20,000 Reduced 46.51%
23,000 $1.51 Million
Q4 2020

Jan 22, 2021
BUY
$61.15 - $73.67 $489,200 - $589,360
8,000 Added 22.86%
43,000 $3.14 Million
Q2 2020

Jul 31, 2020
BUY
$50.54 - $64.22 $1.01 Million - $1.28 Million
20,000 Added 133.33%
35,000 $2.12 Million
Q4 2019

Jan 30, 2020
BUY
$62.3 - $68.88 $934,500 - $1.03 Million
15,000 New
15,000 $1.03 Million

Others Institutions Holding ESGD

# of Institutions
716
Shares Held
96.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email