Certus Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Certus Wealth Management, LLC holds 4,492 shares of ESGU stock, worth $589,485. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,492
Previous 27,352 83.58%
Holding current value
$589,485
Previous $3.26 Million 82.65%
% of portfolio
0.4%
Previous 2.52%

Shares

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

Nov 12, 2024
SELL
$113.45 - $126.18 $2.59 Million - $2.88 Million
-22,860 Reduced 83.58%
4,492 $566,000
Q2 2024

Aug 02, 2024
SELL
$108.69 - $119.84 $476,170 - $525,019
-4,381 Reduced 13.81%
27,352 $3.26 Million
Q1 2024

May 06, 2024
SELL
$102.91 - $114.96 $472,665 - $528,011
-4,593 Reduced 12.64%
31,733 $3.65 Million
Q4 2023

Feb 09, 2024
BUY
$89.99 - $105.25 $147,313 - $172,294
1,637 Added 4.72%
36,326 $3.81 Million
Q3 2023

Nov 02, 2023
BUY
$93.48 - $100.86 $64,220 - $69,290
687 Added 2.02%
34,689 $3.26 Million
Q2 2023

Aug 10, 2023
BUY
$88.97 - $97.46 $3.03 Million - $3.31 Million
34,002 New
34,002 $3.31 Billion

Others Institutions Holding ESGU

# of Institutions
807
Shares Held
94.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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