Ever Source Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,312 shares of ESGD stock, worth $123,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,534 14.47%
Holding current value
$123,183
Previous $125,000 6.4%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$73.02 - $90.22 $16,210 - $20,028
-222 Reduced 14.47%
1,312 $117,000
Q4 2024

Feb 07, 2025
BUY
$75.65 - $83.47 $302 - $333
4 Added 0.26%
1,534 $116,000
Q2 2024

Aug 13, 2024
SELL
$76.22 - $82.36 $152 - $164
-2 Reduced 0.13%
1,530 $120,000
Q1 2024

Jun 11, 2024
BUY
$73.39 - $80.18 $112,433 - $122,835
1,532 New
1,532 $122,000
Q3 2023

Nov 03, 2023
SELL
$68.87 - $74.82 $19,834 - $21,548
-288 Reduced 43.64%
372 $25,000
Q1 2023

May 11, 2023
BUY
$66.27 - $72.39 $7,488 - $8,180
113 Added 20.66%
660 $47,000
Q4 2022

Feb 09, 2023
SELL
$55.83 - $67.96 $82,125 - $99,969
-1,471 Reduced 72.89%
547 $35,000
Q3 2022

Nov 07, 2022
BUY
$55.75 - $67.2 $4,014 - $4,838
72 Added 3.7%
2,018 $113,000
Q2 2022

Aug 01, 2022
BUY
$61.64 - $74.67 $8,752 - $10,603
142 Added 7.87%
1,946 $122,000
Q1 2022

May 25, 2022
SELL
$67.21 - $80.45 $120,641 - $144,407
-1,795 Reduced 49.87%
1,804 $133,000
Q4 2021

Feb 07, 2022
BUY
$76.64 - $82.32 $275,827 - $296,269
3,599 New
3,599 $286,000

Others Institutions Holding ESGD

# of Institutions
722
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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