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 2,796 shares of ESGE stock, worth $94,141. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,796
Previous 968 188.84%
Holding current value
$94,141
Previous $31,000 190.32%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$28.53 - $31.56 $141,023 - $156,001
-4,943 Reduced 80.94%
1,164 $35,000
Q3 2022

Nov 07, 2022

BUY
$28.65 - $32.89 $12,548 - $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

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
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