Clearstead Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,411 shares of ESGD stock, worth $133,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,411

Previous 1,411 -0.0%

Holding current value

$133,678

Previous $125,000 4.8%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$76.22 - $82.36 $27,439 - $29,649	-360 Reduced 20.33%	1,411 $111,000
Q4 2023 Feb 12, 2024	BUY	$65.9 - $75.7 $329 - $378	5 Added 0.28%	1,771 $133,000
Q3 2023 Nov 07, 2023	BUY	$68.87 - $74.82 $6,542 - $7,107	95 Added 5.69%	1,766 $122,000
Q2 2023 Aug 07, 2023	SELL	$70.97 - $74.19 $8,019 - $8,383	-113 Reduced 6.33%	1,671 $121,000
Q1 2023 May 09, 2023	BUY	$66.27 - $72.39 $30,219 - $33,009	456 Added 34.34%	1,784 $128,000
Q4 2022 Feb 14, 2023	SELL	$55.83 - $67.96 $277,251 - $337,489	-4,966 Reduced 78.9%	1,328 $87,000
Q3 2022 Nov 14, 2022	BUY	$55.75 - $67.2 $346,709 - $417,916	6,219 Added 8292.0%	6,294 $353,000
Q2 2021 Aug 12, 2021	BUY	$76.82 - $82.21 $1,920 - $2,055	25 Added 50.0%	75 $6,000
Q4 2020 Feb 11, 2021	BUY	$61.15 - $73.67 $3,057 - $3,683	50 New	50 $4,000

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History