Capasso Planning Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,714 shares of ESGD stock, worth $675,596. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,714
Previous 10,981 20.64%
Holding current value
$675,596
Previous $829,000 16.04%
% of portfolio
0.29%
Previous 0.39%

Shares

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

Apr 23, 2024
SELL
$73.39 - $80.18 $166,375 - $181,768
-2,267 Reduced 20.64%
8,714 $696,000
Q4 2023

Jan 26, 2024
BUY
$65.9 - $75.7 $86,197 - $99,015
1,308 Added 13.52%
10,981 $829,000
Q3 2023

Oct 25, 2023
SELL
$68.87 - $74.82 $42,148 - $45,789
-612 Reduced 5.95%
9,673 $668,000
Q2 2023

Aug 10, 2023
BUY
$70.97 - $74.19 $50,885 - $53,194
717 Added 7.49%
10,285 $750,000
Q1 2023

May 01, 2023
SELL
$66.27 - $72.39 $8,283 - $9,048
-125 Reduced 1.29%
9,568 $687,000
Q4 2022

Jan 20, 2023
BUY
$55.83 - $67.96 $52,089 - $63,406
933 Added 10.65%
9,693 $0
Q3 2022

Nov 09, 2022
BUY
$55.75 - $67.2 $17,338 - $20,899
311 Added 3.68%
8,760 $492,000
Q2 2022

Aug 11, 2022
BUY
$61.64 - $74.67 $21,820 - $26,433
354 Added 4.37%
8,449 $530,000
Q1 2022

May 09, 2022
BUY
$67.21 - $80.45 $51,012 - $61,061
759 Added 10.35%
8,095 $597,000
Q4 2021

Feb 17, 2022
BUY
$76.64 - $82.32 $562,231 - $603,899
7,336 New
7,336 $583,000

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 Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners 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 Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email