Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Trust Ishares Esg Awar Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.31 Billion
  • Q1 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 317,597 shares of ESGD stock, worth $25.5 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
317,597
Previous 304,334 4.36%
Holding current value
$25.5 Million
Previous $23 Million 10.4%
% of portfolio
0.77%
Previous 0.76%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$73.39 - $80.18 $973,371 - $1.06 Million
13,263 Added 4.36%
317,597 $25.4 Million
Q4 2023

Feb 06, 2024
BUY
$65.9 - $75.7 $671,652 - $771,534
10,192 Added 3.46%
304,334 $23 Million
Q3 2023

Nov 02, 2023
BUY
$68.87 - $74.82 $501,717 - $545,063
7,285 Added 2.54%
294,142 $20.3 Million
Q2 2023

Aug 11, 2023
BUY
$70.97 - $74.19 $1.73 Million - $1.81 Million
24,411 Added 9.3%
286,857 $20.9 Million
Q1 2023

May 09, 2023
BUY
$66.27 - $72.39 $311,667 - $340,450
4,703 Added 1.82%
262,446 $18.9 Million
Q4 2022

Feb 07, 2023
BUY
$60.44 - $67.96 $2.89 Million - $3.25 Million
47,864 Added 22.81%
257,743 $16.9 Million
Q3 2022

Nov 02, 2022
BUY
$56.96 - $67.2 $3.15 Million - $3.72 Million
55,320 Added 35.79%
209,879 $11.8 Million
Q2 2022

Aug 02, 2022
SELL
$61.64 - $74.67 $1.39 Million - $1.68 Million
-22,477 Reduced 12.7%
154,559 $9.7 Million
Q1 2022

May 13, 2022
BUY
$67.21 - $80.45 $1.42 Million - $1.69 Million
21,060 Added 13.5%
177,036 $13.1 Million
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $2.11 Million - $2.27 Million
27,539 Added 21.44%
155,976 $12.4 Million
Q3 2021

Nov 02, 2021
BUY
$77.09 - $82.48 $1.37 Million - $1.47 Million
17,831 Added 16.12%
128,437 $10.1 Million
Q2 2021

Aug 12, 2021
BUY
$76.82 - $82.21 $1.62 Million - $1.74 Million
21,147 Added 23.64%
110,606 $8.74 Million
Q1 2021

May 17, 2021
BUY
$72.34 - $76.86 $932,100 - $990,341
12,885 Added 16.83%
89,459 $6.79 Million
Q4 2020

Feb 12, 2021
BUY
$61.15 - $73.67 $1.13 Million - $1.36 Million
18,461 Added 31.77%
76,574 $5.59 Million
Q3 2020

Nov 12, 2020
BUY
$60.95 - $65.87 $765,532 - $827,327
12,560 Added 27.57%
58,113 $3.69 Million
Q2 2020

Aug 12, 2020
BUY
$50.54 - $64.22 $1.34 Million - $1.7 Million
26,523 Added 139.37%
45,553 $2.76 Million
Q1 2020

May 11, 2020
BUY
$46.16 - $69.62 $284,530 - $429,137
6,164 Added 47.91%
19,030 $1.01 Million
Q4 2019

Feb 13, 2020
BUY
$62.3 - $68.88 $801,551 - $886,210
12,866 New
12,866 $884,000

Others Institutions Holding ESGD

# of Institutions
613
Shares Held
93.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email