Falcon Wealth Planning Ishares Trust Ishares Esg Awar Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Falcon Wealth Planning holds 14,392 shares of ESGD stock, worth $1.35 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,392
Previous 11,743 22.56%
Holding current value
$1.35 Million
Previous $1.05 Million 27.79%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$87.05 - $93.19 $230,595 - $246,860
2,649 Added 22.56%
14,392 $1.34 Million
Q2 2025

Jul 16, 2025
BUY
$73.02 - $90.22 $93,757 - $115,842
1,284 Added 12.28%
11,743 $1.05 Million
Q1 2025

Apr 24, 2025
BUY
$75.32 - $84.77 $296,986 - $334,248
3,943 Added 60.51%
10,459 $854,000
Q4 2024

Jan 22, 2025
SELL
$75.65 - $83.47 $17,399 - $19,198
-230 Reduced 3.41%
6,516 $496,000
Q3 2024

Oct 30, 2024
BUY
$75.63 - $84.89 $141,579 - $158,914
1,872 Added 38.41%
6,746 $567,000
Q2 2024

Jul 16, 2024
BUY
$76.22 - $82.36 $9,832 - $10,624
129 Added 2.72%
4,874 $383,000
Q1 2024

Apr 15, 2024
BUY
$73.39 - $80.18 $47,776 - $52,197
651 Added 15.9%
4,745 $379,000
Q4 2023

Jan 10, 2024
BUY
$65.9 - $75.7 $790 - $908
12 Added 0.29%
4,094 $309,000
Q3 2023

Oct 05, 2023
BUY
$68.87 - $74.82 $41,528 - $45,116
603 Added 17.33%
4,082 $282,000
Q2 2023

Jul 13, 2023
BUY
$70.97 - $74.19 $246,904 - $258,107
3,479 New
3,479 $253,000

Others Institutions Holding ESGD

# of Institutions
727
Shares Held
96M
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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