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 60,919 shares of ESGU stock, worth $8.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
60,919
Previous 61,168 0.41%
Holding current value
$8.05 Million
Previous $7.3 Million 5.32%
% of portfolio
0.22%
Previous 0.22%

Shares

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

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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