Concord Wealth Partners Ishares Trust Ishares Esg Awar Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Concord Wealth Partners holds 4,055 shares of ESGD stock, worth $314,384. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,055
Previous 8,625 52.99%
Holding current value
$314,384
Previous $679,000 49.78%
% of portfolio
0.06%
Previous 0.12%

Shares

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

Oct 24, 2024
SELL
$75.63 - $84.89 $345,629 - $387,947
-4,570 Reduced 52.99%
4,055 $341,000
Q2 2024

Jul 31, 2024
SELL
$76.22 - $82.36 $294,818 - $318,568
-3,868 Reduced 30.96%
8,625 $679,000
Q1 2024

Apr 30, 2024
SELL
$73.39 - $80.18 $268,167 - $292,977
-3,654 Reduced 22.63%
12,493 $998,000
Q4 2023

Apr 30, 2024
SELL
$65.9 - $75.7 $334,376 - $384,101
-5,074 Reduced 23.91%
16,147 $1.22 Million
Q4 2023

Feb 05, 2024
SELL
$65.9 - $75.7 $334,376 - $384,101
-5,074 Reduced 23.91%
16,147 $1.22 Million
Q3 2023

Apr 30, 2024
BUY
$68.87 - $74.82 $349,446 - $379,636
5,074 Added 31.42%
21,221 $1.47 Million
Q3 2023

Oct 25, 2023
SELL
$68.87 - $74.82 $81,955 - $89,035
-1,190 Reduced 5.31%
21,221 $1.47 Million
Q2 2023

Aug 07, 2023
BUY
$70.97 - $74.19 $119,655 - $125,084
1,686 Added 8.14%
22,411 $1.63 Million
Q1 2023

Apr 26, 2023
SELL
$66.27 - $72.39 $157,126 - $171,636
-2,371 Reduced 10.27%
20,725 $1.49 Million
Q4 2022

Jan 27, 2023
BUY
$55.83 - $67.96 $13,678 - $16,650
245 Added 1.07%
23,096 $1.52 Million
Q3 2022

Nov 10, 2022
SELL
$55.75 - $67.2 $75,820 - $91,392
-1,360 Reduced 5.62%
22,851 $1.28 Million
Q2 2022

Aug 04, 2022
BUY
$61.64 - $74.67 $297,413 - $360,282
4,825 Added 24.89%
24,211 $1.52 Million
Q1 2022

Apr 20, 2022
BUY
$67.21 - $80.45 $222,465 - $266,289
3,310 Added 20.59%
19,386 $1.43 Million
Q4 2021

Jan 21, 2022
BUY
$76.64 - $82.32 $493,561 - $530,140
6,440 Added 66.83%
16,076 $1.28 Million
Q3 2021

Nov 09, 2021
BUY
$77.09 - $82.48 $345,594 - $369,757
4,483 Added 87.0%
9,636 $755,000
Q2 2021

Jul 29, 2021
BUY
$76.82 - $82.21 $395,853 - $423,628
5,153 New
5,153 $407,000

Others Institutions Holding ESGD

# of Institutions
634
Shares Held
93.2M
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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