Clearstead Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 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 $125,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,411

Previous 1,411 -0.0%

Holding current value

$125,014

Previous $107,000 7.48%

% 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

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Clearstead Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History