Bordeaux Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 2,795 shares of ESGD stock, worth $216,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,795
Previous 2,795 -0.0%
Holding current value
$216,696
Previous $220,000 6.82%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$73.39 - $80.18 $19,815 - $21,648
-270 Reduced 8.81%
2,795 $223,000
Q4 2023

Feb 06, 2024
BUY
$65.9 - $75.7 $201,983 - $232,020
3,065 New
3,065 $231,000

Others Institutions Holding ESGD

# of Institutions
634
Shares Held
93.2M
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 Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email