Essex Financial Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Essex Financial Services, Inc. holds 2,605 shares of ESGU stock, worth $343,286. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,605

Previous 2,384 9.27%

Holding current value

$343,286

Previous $300,000 11.67%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$124.61 - $133.96 $27,538 - $29,605	221 Added 9.27%	2,605 $335,000
Q3 2024 Oct 24, 2024	BUY	$113.45 - $126.18 $226 - $252	2 Added 0.08%	2,384 $300,000
Q2 2024 Jul 31, 2024	BUY	$108.69 - $119.84 $108 - $119	1 Added 0.04%	2,382 $284,000
Q1 2024 Apr 23, 2024	SELL	$102.91 - $114.96 $70,287 - $78,517	-683 Reduced 22.29%	2,381 $273,000
Q4 2023 Feb 05, 2024	BUY	$89.99 - $105.25 $269 - $315	3 Added 0.1%	3,064 $321,000
Q2 2023 Aug 08, 2023	SELL	$88.97 - $97.46 $38,435 - $42,102	-432 Reduced 12.37%	3,061 $298,000
Q1 2023 May 11, 2023	BUY	$84.05 - $92.64 $3,025 - $3,335	36 Added 1.04%	3,493 $315,000
Q4 2022 Feb 10, 2023	BUY	$79.22 - $90.53 $273,863 - $312,962	3,457 New	3,457 $292,000

Others Institutions Holding ESGU

# of Institutions

835

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Essex Financial Services, Inc. Ishares Trust Ishares Esg Awar Transaction History