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 10,414 shares of ESGE stock, worth $353,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,414
Previous 10,251 1.59%
Holding current value
$353,242
Previous $343,000 10.5%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.