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 222 shares of ESGU stock, worth $29,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares
222
Previous 222 -0.0%
Holding current value
$29,241
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$108.69 - $119.84 $17,716 - $19,533
-163 Reduced 42.34%
222 $26,000
Q1 2024

Apr 30, 2024
SELL
$102.91 - $114.96 $128,946 - $144,044
-1,253 Reduced 76.5%
385 $44,000
Q4 2023

Apr 30, 2024
SELL
$89.99 - $105.25 $28,256 - $33,048
-314 Reduced 16.09%
1,638 $171,000
Q4 2023

Feb 05, 2024
SELL
$89.99 - $105.25 $28,256 - $33,048
-314 Reduced 16.09%
1,638 $171,000
Q3 2023

Apr 30, 2024
BUY
$93.48 - $100.86 $29,352 - $31,670
314 Added 19.17%
1,952 $183,000
Q3 2023

Oct 25, 2023
SELL
$93.48 - $100.86 $1,028 - $1,109
-11 Reduced 0.56%
1,952 $183,000
Q2 2023

Aug 07, 2023
BUY
$88.97 - $97.46 $88,169 - $96,582
991 Added 101.95%
1,963 $191,000
Q1 2023

Apr 26, 2023
SELL
$84.05 - $92.64 $90,942 - $100,236
-1,082 Reduced 52.68%
972 $87,000
Q4 2022

Jan 27, 2023
SELL
$79.22 - $90.53 $127,623 - $145,843
-1,611 Reduced 43.96%
2,054 $174,000
Q3 2022

Nov 10, 2022
SELL
$79.41 - $95.97 $133,011 - $160,749
-1,675 Reduced 31.37%
3,665 $291,000
Q2 2022

Aug 04, 2022
BUY
$81.27 - $102.58 $18,041 - $22,772
222 Added 4.34%
5,340 $448,000
Q1 2022

Apr 20, 2022
BUY
$93.13 - $108.44 $16,856 - $19,627
181 Added 3.67%
5,118 $519,000
Q4 2021

Jan 21, 2022
BUY
$98.21 - $108.46 $484,862 - $535,467
4,937 New
4,937 $533,000

Others Institutions Holding ESGU

# of Institutions
810
Shares Held
94.7M
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
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More about ESGU
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