A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,588 shares of ESGU stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,588
Previous 11,073 22.44%
Holding current value
$1.14 Million
Previous $1.32 Million 18.02%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$113.45 - $126.18 $281,923 - $313,557
-2,485 Reduced 22.44%
8,588 $1.08 Million
Q2 2024

Aug 19, 2024

BUY
$108.69 - $119.84 $132,927 - $146,564
1,223 Added 12.42%
11,073 $1.32 Million
Q1 2024

May 14, 2024

SELL
$102.91 - $114.96 $14,921 - $16,669
-145 Reduced 1.45%
9,850 $1.13 Million
Q4 2023

Feb 28, 2024

SELL
$89.99 - $105.25 $35,366 - $41,363
-393 Reduced 3.78%
9,995 $1.05 Million
Q3 2023

Nov 22, 2023

BUY
$93.48 - $100.86 $849,078 - $916,111
9,083 Added 696.02%
10,388 $975,000
Q2 2023

Aug 14, 2023

SELL
$88.97 - $97.46 $28 Million - $30.6 Million
-314,180 Reduced 99.59%
1,305 $127,000
Q1 2023

Jun 05, 2023

BUY
$84.05 - $92.64 $25.6 Million - $28.2 Million
304,663 Added 2815.22%
315,485 $28.5 Million
Q4 2022

Jun 12, 2023

SELL
$79.22 - $90.53 $24.2 Million - $27.6 Million
-305,082 Reduced 96.7%
10,403 $881,000
Q3 2022

Dec 02, 2022

SELL
$79.41 - $95.97 $631,388 - $763,057
-7,951 Reduced 42.35%
10,822 $859,000
Q2 2022

Aug 11, 2022

SELL
$81.27 - $102.58 $71,517 - $90,270
-880 Reduced 4.48%
18,773 $1.58 Million
Q1 2022

May 20, 2022

BUY
$93.13 - $108.44 $11,734 - $13,663
126 Added 0.65%
19,653 $1.99 Million
Q4 2021

Feb 17, 2022

SELL
$98.21 - $108.46 $13,454 - $14,859
-137 Reduced 0.7%
19,527 $2.11 Million
Q3 2021

Nov 23, 2021

SELL
$97.63 - $104.12 $71.4 Million - $76.1 Million
-731,146 Reduced 97.38%
19,664 $1.94 Million
Q3 2021

Nov 16, 2021

BUY
$97.63 - $104.12 $71.4 Million - $76.1 Million
730,826 Added 3657.06%
750,810 $1.94 Million
Q2 2021

Aug 24, 2021

SELL
$91.95 - $98.47 $286,700 - $307,029
-3,118 Reduced 13.5%
19,984 $1.97 Million
Q1 2021

May 17, 2021

BUY
$84.89 - $91.26 $353,312 - $379,824
4,162 Added 21.97%
23,102 $2.1 Million
Q4 2020

Feb 18, 2021

BUY
$74.43 - $86.03 $33,493 - $38,713
450 Added 2.43%
18,940 $1.63 Million
Q3 2020

Nov 17, 2020

SELL
$70.41 - $81.56 $928,637 - $1.08 Million
-13,189 Reduced 41.63%
18,490 $1.41 Million
Q2 2020

Aug 14, 2020

BUY
$55.08 - $72.67 $964,836 - $1.27 Million
17,517 Added 123.69%
31,679 $2.22 Million
Q1 2020

May 18, 2020

BUY
$49.98 - $75.58 $707,816 - $1.07 Million
14,162 New
14,162 $814,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


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