A detailed history of Curtis Advisory Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,772 shares of ESGD stock, worth $514,468. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,772
Previous 8,977 24.56%
Holding current value
$514,468
Previous $707,000 19.52%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Nov 05, 2024

SELL
$75.63 - $84.89 $166,764 - $187,182
-2,205 Reduced 24.56%
6,772 $569,000
Q2 2024

Jul 30, 2024

SELL
$76.22 - $82.36 $9,756 - $10,542
-128 Reduced 1.41%
8,977 $707,000
Q1 2024

Apr 30, 2024

BUY
$73.39 - $80.18 $133,716 - $146,087
1,822 Added 25.02%
9,105 $727,000
Q3 2023

Nov 01, 2023

SELL
$68.87 - $74.82 $67,423 - $73,248
-979 Reduced 11.85%
7,283 $503,000
Q2 2023

Aug 07, 2023

BUY
$70.97 - $74.19 $371,031 - $387,865
5,228 Added 172.31%
8,262 $602,000
Q1 2023

May 08, 2023

BUY
$66.27 - $72.39 $201,063 - $219,631
3,034 New
3,034 $217,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Curtis Advisory Group, LLC Portfolio

Follow Curtis Advisory 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 Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.