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

  • $3.65 Billion
  • Q4 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 58,547 shares of ESGU stock, worth $7.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
58,547
Previous 60,919 3.89%
Holding current value
$7.48 Million
Previous $7.69 Million 1.87%
% of portfolio
0.21%
Previous 0.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$124.61 - $133.96 $295,574 - $317,753
-2,372 Reduced 3.89%
58,547 $7.54 Million
Q3 2024

Oct 31, 2024
SELL
$113.45 - $126.18 $28,249 - $31,418
-249 Reduced 0.41%
60,919 $7.69 Million
Q2 2024

Aug 09, 2024
SELL
$108.69 - $119.84 $36,193 - $39,906
-333 Reduced 0.54%
61,168 $7.3 Million
Q1 2024

May 06, 2024
SELL
$102.91 - $114.96 $86,650 - $96,796
-842 Reduced 1.35%
61,501 $7.07 Million
Q4 2023

Feb 06, 2024
BUY
$89.99 - $105.25 $13,858 - $16,208
154 Added 0.25%
62,343 $6.54 Million
Q3 2023

Nov 02, 2023
BUY
$93.48 - $100.86 $166,768 - $179,934
1,784 Added 2.95%
62,189 $5.84 Million
Q2 2023

Aug 11, 2023
BUY
$88.97 - $97.46 $1.08 Million - $1.18 Million
12,089 Added 25.02%
60,405 $5.89 Million
Q1 2023

May 09, 2023
BUY
$84.05 - $92.64 $266,018 - $293,205
3,165 Added 7.01%
48,316 $4.37 Million
Q4 2022

Feb 07, 2023
BUY
$79.22 - $90.53 $146,477 - $167,389
1,849 Added 4.27%
45,151 $3.83 Million
Q3 2022

Nov 02, 2022
BUY
$79.41 - $95.97 $309,619 - $374,187
3,899 Added 9.9%
43,302 $3.44 Million
Q2 2022

Aug 02, 2022
BUY
$81.27 - $102.58 $1.83 Million - $2.31 Million
22,510 Added 133.25%
39,403 $3.31 Million
Q1 2022

May 13, 2022
SELL
$93.13 - $108.44 $428,770 - $499,257
-4,604 Reduced 21.42%
16,893 $1.71 Million
Q4 2021

Feb 14, 2022
BUY
$98.21 - $108.46 $1 Million - $1.11 Million
10,207 Added 90.41%
21,497 $2.32 Million
Q3 2021

Nov 02, 2021
SELL
$97.63 - $104.12 $6,345 - $6,767
-65 Reduced 0.57%
11,290 $1.11 Million
Q2 2021

Aug 12, 2021
BUY
$91.95 - $98.47 $92,501 - $99,060
1,006 Added 9.72%
11,355 $1.12 Million
Q1 2021

May 17, 2021
BUY
$84.89 - $91.26 $412,480 - $443,432
4,859 Added 88.51%
10,349 $940,000
Q4 2020

Feb 12, 2021
BUY
$74.43 - $86.03 $49,123 - $56,779
660 Added 13.66%
5,490 $472,000
Q3 2020

Nov 12, 2020
BUY
$70.41 - $81.56 $7,745 - $8,971
110 Added 2.33%
4,830 $368,000
Q2 2020

Aug 12, 2020
BUY
$55.08 - $72.67 $259,977 - $343,002
4,720 New
4,720 $330,000

Others Institutions Holding ESGU

# of Institutions
857
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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