Evergreen Wealth Solutions, LLC Ishares Trust Ishares Esg Awar Transaction History

Evergreen Wealth Solutions, LLC

$135 Million
Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,981 shares of ESGD stock, worth $238,092. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,981

Previous 3,389 12.04%

Holding current value

$238,092

Previous $256,000 7.03%

% of portfolio

0.18%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$73.39 - $80.18 $29,943 - $32,713	-408 Reduced 12.04%	2,981 $238,000
Q4 2023 Feb 07, 2024	BUY	$65.9 - $75.7 $19,967 - $22,937	303 Added 9.82%	3,389 $256,000
Q3 2023 Nov 13, 2023	BUY	$68.87 - $74.82 $4,338 - $4,713	63 Added 2.08%	3,086 $213,000
Q2 2023 Aug 11, 2023	SELL	$70.97 - $74.19 $45,917 - $48,000	-647 Reduced 17.63%	3,023 $220,000
Q1 2023 May 12, 2023	SELL	$66.27 - $72.39 $57,654 - $62,979	-870 Reduced 19.16%	3,670 $264,000

Q4 2022 Feb 14, 2023	BUY	$60.44 - $67.96 $274,397 - $308,538	4,540 New	4,540 $298,000
Q2 2022 Aug 15, 2022	SELL	$61.64 - $74.67 $194,166 - $235,210	-3,150 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$67.21 - $80.45 $36,226 - $43,362	-539 Reduced 14.61%	3,150 $232,000
Q4 2021 Jan 19, 2022	BUY	$76.64 - $82.32 $282,724 - $303,678	3,689 New	3,689 $293,000

Others Institutions Holding ESGD

# of Institutions

612

Shares Held

93.6M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Evergreen Wealth Solutions, LLC Ishares Trust Ishares Esg Awar Transaction History