A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 27,122 shares of ESGD stock, worth $2.1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
27,122
Previous 27,882 2.73%
Holding current value
$2.1 Million
Previous $2.2 Million 3.92%
% of portfolio
0.22%
Previous 0.23%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$75.63 - $84.89 $57,478 - $64,516
-760 Reduced 2.73%
27,122 $2.28 Million
Q2 2024

Jul 30, 2024

BUY
$76.22 - $82.36 $22,103 - $23,884
290 Added 1.05%
27,882 $2.2 Million
Q1 2024

May 07, 2024

BUY
$73.39 - $80.18 $54,308 - $59,333
740 Added 2.76%
27,592 $2.2 Million
Q4 2023

Feb 05, 2024

BUY
$65.9 - $75.7 $10,609 - $12,187
161 Added 0.6%
26,852 $2.03 Million
Q3 2023

Nov 14, 2023

BUY
$68.87 - $74.82 $52,341 - $56,863
760 Added 2.93%
26,691 $1.85 Million
Q2 2023

Aug 11, 2023

BUY
$70.97 - $74.19 $177,283 - $185,326
2,498 Added 10.66%
25,931 $1.89 Million
Q1 2023

May 10, 2023

BUY
$66.27 - $72.39 $14,248 - $15,563
215 Added 0.93%
23,433 $1.68 Million
Q4 2022

Feb 06, 2023

SELL
$55.83 - $67.96 $68,056 - $82,843
-1,219 Reduced 4.99%
23,218 $1.53 Million
Q3 2022

Nov 10, 2022

SELL
$55.75 - $67.2 $45,157 - $54,432
-810 Reduced 3.21%
24,437 $1.37 Million
Q2 2022

Jul 22, 2022

BUY
$61.64 - $74.67 $381,181 - $461,759
6,184 Added 32.44%
25,247 $1.58 Million
Q1 2022

May 02, 2022

BUY
$67.21 - $80.45 $148,534 - $177,794
2,210 Added 13.11%
19,063 $1.41 Million
Q4 2021

Feb 07, 2022

BUY
$76.64 - $82.32 $481,069 - $516,722
6,277 Added 59.35%
16,853 $1.34 Million
Q3 2021

Oct 18, 2021

BUY
$77.09 - $82.48 $215,543 - $230,614
2,796 Added 35.94%
10,576 $847,000
Q2 2021

Aug 09, 2021

BUY
$76.82 - $82.21 $192,357 - $205,853
2,504 Added 47.46%
7,780 $614,000
Q1 2021

May 06, 2021

BUY
$72.34 - $76.86 $93,318 - $99,149
1,290 Added 32.36%
5,276 $400,000
Q4 2020

Feb 08, 2021

BUY
$61.15 - $73.67 $12,719 - $15,323
208 Added 5.51%
3,986 $291,000
Q3 2020

Oct 16, 2020

BUY
$60.95 - $65.87 $10,239 - $11,066
168 Added 4.65%
3,778 $239,000
Q2 2020

Aug 06, 2020

BUY
$50.54 - $64.22 $182,449 - $231,834
3,610 New
3,610 $224,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.