Cfm Wealth Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Cfm Wealth Partners LLC

  • $626 Million
  • Q2 2025

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 22,596 shares of ESGD stock, worth $2.09 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
22,596
Previous 24,637 8.28%
Holding current value
$2.09 Million
Previous $2.01 Million 0.2%
% of portfolio
0.32%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$73.02 - $90.22 $149,033 - $184,139
-2,041 Reduced 8.28%
22,596 $2.02 Million
Q1 2025

Apr 24, 2025
BUY
$75.32 - $84.77 $73,437 - $82,650
975 Added 4.12%
24,637 $2.01 Million
Q4 2024

Jan 24, 2025
BUY
$75.65 - $83.47 $36,160 - $39,898
478 Added 2.06%
23,662 $1.8 Million
Q3 2024

Oct 23, 2024
SELL
$75.63 - $84.89 $18,075 - $20,288
-239 Reduced 1.02%
23,184 $1.95 Million
Q3 2024

Oct 15, 2024
BUY
$75.63 - $84.89 $18,831 - $21,137
249 Added 1.07%
23,423 $1.97 Million
Q2 2024

Jul 18, 2024
SELL
$76.22 - $82.36 $18,978 - $20,507
-249 Reduced 1.06%
23,174 $1.83 Million
Q1 2024

Apr 15, 2024
BUY
$73.39 - $80.18 $25,833 - $28,223
352 Added 1.53%
23,423 $1.87 Million
Q2 2023

Jul 14, 2023
SELL
$70.97 - $74.19 $199,922 - $208,993
-2,817 Reduced 10.88%
23,071 $1.68 Million
Q1 2023

Apr 12, 2023
BUY
$66.27 - $72.39 $1.72 Million - $1.87 Million
25,888 New
25,888 $1.86 Million
Q3 2022

Oct 17, 2022
BUY
$55.75 - $67.2 $344,981 - $415,833
6,188 Added 31.41%
25,888 $1.45 Million
Q2 2022

Jul 12, 2022
BUY
$61.64 - $74.67 $1.21 Million - $1.47 Million
19,700 New
19,700 $1.24 Million

Others Institutions Holding ESGD

# of Institutions
725
Shares Held
96.1M
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
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