A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 67 shares of ESGD stock, worth $5,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Previous 67 -0.0%
Holding current value
$5,194
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$70.97 - $74.19 $10,503 - $10,980
-148 Reduced 68.84%
67 $4,000
Q4 2022

Feb 13, 2023

BUY
$55.83 - $67.96 $12,003 - $14,611
215 New
215 $14,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.