Cypress Wealth Services, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,723 shares of ESGE stock, worth $339,734. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,723
Previous 7,300 5.79%
Holding current value
$339,734
Previous $285,000 17.54%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$39.06 - $43.42 $16,522 - $18,366
423 Added 5.79%
7,723 $335,000
Q2 2025

Jul 28, 2025
BUY
$30.87 - $39.17 $225,351 - $285,941
7,300 New
7,300 $285,000
Q4 2024

Jan 14, 2025
SELL
$33.39 - $37.66 $18,230 - $20,562
-546 Reduced 7.39%
6,844 $228,000
Q3 2024

Oct 08, 2024
SELL
$32.04 - $37.11 $57,127 - $66,167
-1,783 Reduced 19.44%
7,390 $269,000
Q2 2024

Jul 12, 2024
SELL
$31.14 - $34.36 $1,432 - $1,580
-46 Reduced 0.5%
9,173 $307,000
Q1 2024

Apr 15, 2024
SELL
$29.99 - $32.59 $253,055 - $274,994
-8,438 Reduced 47.79%
9,219 $297,000
Q4 2023

Jan 10, 2024
SELL
$29.26 - $32.06 $353,197 - $386,996
-12,071 Reduced 40.6%
17,657 $566,000
Q3 2023

Oct 13, 2023
SELL
$30.17 - $33.62 $85,019 - $94,741
-2,818 Reduced 8.66%
29,728 $900,000
Q2 2023

Jul 21, 2023
SELL
$30.3 - $32.81 $271,881 - $294,404
-8,973 Reduced 21.61%
32,546 $1.03 Million
Q1 2023

Apr 07, 2023
SELL
$29.58 - $33.94 $435,683 - $499,902
-14,729 Reduced 26.19%
41,519 $1.31 Million
Q4 2022

Jan 18, 2023
SELL
$26.89 - $31.56 $233,889 - $274,508
-8,698 Reduced 13.39%
56,248 $0
Q3 2022

Oct 14, 2022
SELL
$27.67 - $32.89 $461,867 - $548,999
-16,692 Reduced 20.45%
64,946 $1.83 Million
Q2 2022

Jul 27, 2022
SELL
$31.92 - $38.05 $1.46 Million - $1.74 Million
-45,794 Reduced 35.94%
81,638 $2.64 Million
Q1 2022

Apr 22, 2022
BUY
$33.66 - $41.37 $89,468 - $109,961
2,658 Added 2.13%
127,432 $4.68 Million
Q4 2021

Jan 19, 2022
SELL
$38.5 - $43.37 $534,957 - $602,626
-13,895 Reduced 10.02%
124,774 $4.96 Million
Q3 2021

Oct 13, 2021
BUY
$40.74 - $44.79 $245,580 - $269,994
6,028 Added 4.54%
138,669 $5.75 Million
Q2 2021

Jul 14, 2021
SELL
$42.32 - $45.78 $2.56 Million - $2.77 Million
-60,605 Reduced 31.36%
132,641 $5.99 Million
Q1 2021

Apr 28, 2021
BUY
$41.83 - $47.19 $190,995 - $215,469
4,566 Added 2.42%
193,246 $8.37 Million
Q4 2020

Jan 22, 2021
BUY
$35.59 - $41.99 $1.11 Million - $1.31 Million
31,103 Added 19.74%
188,680 $7.92 Million
Q2 2020

Jul 15, 2020
BUY
$26.29 - $32.85 $2.29 Million - $2.86 Million
87,155 Added 123.76%
157,577 $5.06 Million
Q1 2020

Apr 10, 2020
BUY
$24.66 - $37.05 $1.74 Million - $2.61 Million
70,422 New
70,422 $1.93 Million

Others Institutions Holding ESGE

# of Institutions
610
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, 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 Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email