Falcon Wealth Planning Ishares, Inc. Ishares Esg Awar Transaction History

Falcon Wealth Planning

  • $806 Million
  • Q1 2025

A detailed history of Falcon Wealth Planning transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Falcon Wealth Planning holds 11,864 shares of ESGE stock, worth $438,493. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,864
Previous 14,693 19.25%
Holding current value
$438,493
Previous $490,000 15.51%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$32.74 - $36.2 $92,621 - $102,409
-2,829 Reduced 19.25%
11,864 $414,000
Q4 2024

Jan 22, 2025
SELL
$33.39 - $37.66 $24,741 - $27,906
-741 Reduced 4.8%
14,693 $490,000
Q3 2024

Oct 30, 2024
BUY
$32.04 - $37.11 $52,193 - $60,452
1,629 Added 11.8%
15,434 $561,000
Q2 2024

Jul 16, 2024
SELL
$31.14 - $34.36 $29,022 - $32,023
-932 Reduced 6.32%
13,805 $462,000
Q1 2024

Apr 15, 2024
BUY
$29.99 - $32.59 $57,370 - $62,344
1,913 Added 14.92%
14,737 $474,000
Q4 2023

Jan 10, 2024
SELL
$29.26 - $32.06 $409 - $448
-14 Reduced 0.11%
12,824 $411,000
Q3 2023

Oct 05, 2023
BUY
$30.17 - $33.62 $54,879 - $61,154
1,819 Added 16.51%
12,838 $388,000
Q2 2023

Jul 13, 2023
BUY
$30.3 - $32.81 $82,628 - $89,472
2,727 Added 32.89%
11,019 $348,000
Q1 2023

May 15, 2023
BUY
$29.58 - $33.94 $38,335 - $43,986
1,296 Added 18.52%
8,292 $261,000
Q4 2022

Jan 20, 2023
BUY
$26.89 - $31.56 $188,122 - $220,793
6,996 New
6,996 $0

Others Institutions Holding ESGE

# of Institutions
568
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email