Ever Source Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,383 shares of ESGE stock, worth $343,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,383

Previous 11,118 15.61%

Holding current value

$343,605

Previous $371,000 11.86%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$32.74 - $36.2 $56,803 - $62,807	-1,735 Reduced 15.61%	9,383 $327,000
Q4 2024 Feb 07, 2025	BUY	$33.39 - $37.66 $23,506 - $26,512	704 Added 6.76%	11,118 $371,000
Q3 2024 Nov 08, 2024	BUY	$32.04 - $37.11 $5,222 - $6,048	163 Added 1.59%	10,414 $379,000
Q2 2024 Aug 13, 2024	BUY	$31.14 - $34.36 $232,148 - $256,153	7,455 Added 266.63%	10,251 $343,000
Q1 2024 Jun 11, 2024	BUY	$29.99 - $32.59 $54,821 - $59,574	1,828 Added 188.84%	2,796 $90,000
Q4 2023 Feb 09, 2024	BUY	$29.26 - $32.06 $4,184 - $4,584	143 Added 17.33%	968 $31,000
Q3 2023 Nov 03, 2023	SELL	$30.17 - $33.62 $13,455 - $14,994	-446 Reduced 35.09%	825 $24,000
Q2 2023 Aug 04, 2023	BUY	$30.3 - $32.81 $1,545 - $1,673	51 Added 4.18%	1,271 $40,000
Q1 2023 May 11, 2023	BUY	$29.58 - $33.94 $1,656 - $1,900	56 Added 4.81%	1,220 $38,000
Q4 2022 Feb 09, 2023	SELL	$26.89 - $31.56 $132,917 - $156,001	-4,943 Reduced 80.94%	1,164 $35,000
Q3 2022 Nov 07, 2022	BUY	$27.67 - $32.89 $12,119 - $14,405	438 Added 7.73%	6,107 $169,000
Q2 2022 Aug 01, 2022	SELL	$31.92 - $38.05 $101,760 - $121,303	-3,188 Reduced 35.99%	5,669 $183,000
Q1 2022 May 25, 2022	BUY	$33.66 - $41.37 $87,112 - $107,065	2,588 Added 41.28%	8,857 $326,000
Q4 2021 Feb 17, 2022	BUY	$38.5 - $43.37 $423 - $477	11 Added 0.18%	6,269 $249,000
Q4 2021 Feb 07, 2022	BUY	$38.5 - $43.37 $240,933 - $271,409	6,258 New	6,258 $249,000

Others Institutions Holding ESGE

# of Institutions

569

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Ever Source Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History