Bogart Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,544 shares of ESGD stock, worth $551,659. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,544
Previous 8,695 24.74%
Holding current value
$551,659
Previous $731,000 31.87%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 29, 2025
SELL
$75.65 - $83.47 $162,723 - $179,543
-2,151 Reduced 24.74%
6,544 $498,000
Q3 2024

Oct 22, 2024
BUY
$75.63 - $84.89 $103,613 - $116,299
1,370 Added 18.7%
8,695 $731,000
Q2 2024

Jul 31, 2024
BUY
$76.22 - $82.36 $225,077 - $243,209
2,953 Added 67.54%
7,325 $577,000
Q1 2024

Apr 25, 2024
BUY
$73.39 - $80.18 $73 - $80
1 Added 0.02%
4,372 $349,000
Q4 2023

Feb 06, 2024
BUY
$65.9 - $75.7 $34,597 - $39,742
525 Added 13.65%
4,371 $330,000
Q3 2023

Oct 30, 2023
BUY
$68.87 - $74.82 $170,246 - $184,955
2,472 Added 179.91%
3,846 $265,000
Q2 2023

Jul 28, 2023
SELL
$70.97 - $74.19 $9,013 - $9,422
-127 Reduced 8.46%
1,374 $100,000
Q1 2023

Apr 21, 2023
BUY
$66.27 - $72.39 $77,469 - $84,623
1,169 Added 352.11%
1,501 $107,000
Q3 2022

Nov 03, 2022
BUY
$55.75 - $67.2 $1,170 - $1,411
21 Added 6.75%
332 $19,000
Q2 2022

Jul 22, 2022
BUY
$61.64 - $74.67 $123 - $149
2 Added 0.65%
311 $20,000
Q1 2022

Apr 22, 2022
BUY
$67.21 - $80.45 $1,545 - $1,850
23 Added 8.04%
309 $23,000
Q4 2021

Jan 19, 2022
BUY
$76.64 - $82.32 $76 - $82
1 Added 0.35%
286 $23,000
Q2 2021

Aug 06, 2021
BUY
$76.82 - $82.21 $20,050 - $21,456
261 Added 1087.5%
285 $23,000
Q1 2021

Apr 16, 2021
BUY
$72.34 - $76.86 $1,736 - $1,844
24 New
24 $2,000

Others Institutions Holding ESGD

# of Institutions
661
Shares Held
95.8M
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
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