A detailed history of Crown Wealth Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Crown Wealth Group, LLC holds 9,852 shares of ESGU stock, worth $1.32 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,852
Previous 10,127 2.72%
Holding current value
$1.32 Million
Previous $1.21 Million 2.9%
% of portfolio
0.59%
Previous 0.63%

Shares

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

Nov 13, 2024

SELL
$113.45 - $126.18 $31,198 - $34,699
-275 Reduced 2.72%
9,852 $1.24 Million
Q1 2024

May 01, 2024

SELL
$102.91 - $114.96 $77,388 - $86,449
-752 Reduced 6.91%
10,127 $1.16 Million
Q4 2023

Jan 23, 2024

SELL
$89.99 - $105.25 $11,698 - $13,682
-130 Reduced 1.18%
10,879 $1.14 Million
Q3 2023

Oct 25, 2023

SELL
$93.48 - $100.86 $40,663 - $43,874
-435 Reduced 3.8%
11,009 $1.03 Million
Q2 2023

Jul 25, 2023

SELL
$88.97 - $97.46 $4.95 Million - $5.42 Million
-55,631 Reduced 82.94%
11,444 $1.12 Million
Q1 2023

Apr 28, 2023

SELL
$84.05 - $92.64 $703,414 - $775,304
-8,369 Reduced 11.09%
67,075 $6.07 Million
Q4 2022

Feb 09, 2023

SELL
$79.22 - $90.53 $5.19 Million - $5.93 Million
-65,522 Reduced 46.48%
75,444 $6.39 Million
Q3 2022

Oct 21, 2022

SELL
$79.41 - $95.97 $1.76 Million - $2.13 Million
-22,217 Reduced 13.61%
140,966 $11.2 Million
Q2 2022

Jul 25, 2022

BUY
$81.27 - $102.58 $1.56 Million - $1.97 Million
19,245 Added 13.37%
163,183 $13.7 Million
Q1 2022

Jul 13, 2022

BUY
$93.13 - $108.44 $1.4 Million - $1.63 Million
15,062 Added 11.69%
143,938 $14.6 Million
Q4 2021

Jul 13, 2022

BUY
$98.21 - $108.46 $12.7 Million - $14 Million
128,876 New
128,876 $13.9 Million

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Crown Wealth Group, LLC with notifications on news.