Curtis Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Curtis Advisory Group, LLC

$420 Million
Q3 2025

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 6,260 shares of ESGD stock, worth $593,072. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,260

Previous 6,092 2.76%

Holding current value

$593,072

Previous $543,000 7.18%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$87.05 - $93.19 $14,624 - $15,655	168 Added 2.76%	6,260 $582,000
Q4 2024 Feb 03, 2025	SELL	$75.65 - $83.47 $51,442 - $56,759	-680 Reduced 10.04%	6,092 $463,000
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

# of Institutions

742

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Curtis Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History