Brewster Financial Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Brewster Financial Planning LLC

  • $132 Million
  • Q4 2024

A detailed history of Brewster Financial Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Brewster Financial Planning LLC holds 11,776 shares of ESGD stock, worth $984,709. This represents 0.68% of its overall portfolio holdings.

Number of Shares
11,776
Previous 5,113 130.31%
Holding current value
$984,709
Previous $430,000 108.37%
% of portfolio
0.68%
Previous 0.33%

Shares

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

Jan 23, 2025
BUY
$75.65 - $83.47 $504,055 - $556,160
6,663 Added 130.31%
11,776 $896,000
Q2 2024

Jul 18, 2024
BUY
$76.22 - $82.36 $6,021 - $6,506
79 Added 1.57%
5,113 $402,000
Q4 2023

Jan 17, 2024
SELL
$65.9 - $75.7 $113,611 - $130,506
-1,724 Reduced 25.51%
5,034 $380,000
Q3 2023

Oct 17, 2023
SELL
$68.87 - $74.82 $4,958 - $5,387
-72 Reduced 1.05%
6,758 $467,000
Q2 2023

Jul 17, 2023
BUY
$70.97 - $74.19 $484,725 - $506,717
6,830 New
6,830 $498,000

Others Institutions Holding ESGD

# of Institutions
662
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
Track This Portfolio

Track Brewster Financial Planning LLC Portfolio

Follow Brewster Financial Planning 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 Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email