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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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 1,530 shares of ESGD stock, worth $118,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,530

Previous 1,530 -0.0%

Holding current value

$118,620

Previous $120,000 6.67%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

634

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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