Financial Insights, Inc. Ishares Trust Ishares Esg Awar Transaction History

Financial Insights, Inc.

$248 Million
Q1 2025

A detailed history of Financial Insights, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Financial Insights, Inc. holds 4,554 shares of ESGD stock, worth $403,484. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,554

Previous 7,417 38.6%

Holding current value

$403,484

Previous $564,000 34.04%

% of portfolio

0.15%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$75.32 - $84.77 $215,641 - $242,696	-2,863 Reduced 38.6%	4,554 $372,000
Q4 2024 Mar 05, 2025	SELL	$75.65 - $83.47 $18,912 - $20,867	-250 Reduced 3.26%	7,417 $564,000
Q3 2024 Oct 22, 2024	SELL	$75.63 - $84.89 $420,880 - $472,412	-5,565 Reduced 42.06%	7,667 $645,000
Q2 2024 Jul 16, 2024	SELL	$76.22 - $82.36 $26,600 - $28,743	-349 Reduced 2.57%	13,232 $1.04 Million
Q1 2024 Apr 25, 2024	SELL	$73.39 - $80.18 $44,767 - $48,909	-610 Reduced 4.3%	13,581 $1.09 Million
Q4 2023 Jan 24, 2024	SELL	$65.9 - $75.7 $25,042 - $28,766	-380 Reduced 2.61%	14,191 $1.07 Million
Q3 2023 Dec 06, 2023	SELL	$68.87 - $74.82 $135,054 - $146,722	-1,961 Reduced 11.95%	14,452 $999,000
Q2 2023 Jan 24, 2024	BUY	$70.97 - $74.19 $8,445 - $8,828	119 Added 0.82%	14,571 $1.06 Million
Q1 2023 Apr 17, 2023	SELL	$66.27 - $72.39 $371,642 - $405,963	-5,608 Reduced 25.47%	16,413 $1.18 Million
Q4 2022 Feb 09, 2023	SELL	$55.83 - $67.96 $60,798 - $74,008	-1,089 Reduced 4.71%	22,021 $1.45 Million
Q2 2022 Aug 03, 2022	SELL	$61.64 - $74.67 $463,039 - $560,921	-7,512 Reduced 24.53%	23,110 $1.45 Million
Q1 2022 May 11, 2022	SELL	$67.21 - $80.45 $6,586 - $7,884	-98 Reduced 0.32%	30,622 $2.26 Million
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $67,060 - $72,030	875 Added 2.93%	30,720 $2.44 Million
Q3 2021 Nov 12, 2021	BUY	$77.09 - $82.48 $272,898 - $291,979	3,540 Added 13.46%	29,845 $2.34 Million
Q2 2021 Aug 12, 2021	BUY	$76.82 - $82.21 $3,303 - $3,535	43 Added 0.16%	26,305 $20.8 Million
Q1 2021 May 12, 2021	BUY	$72.34 - $76.86 $118,348 - $125,742	1,636 Added 6.64%	26,262 $1.99 Million
Q4 2020 Feb 05, 2021	BUY	$61.15 - $73.67 $144,803 - $174,450	2,368 Added 10.64%	24,626 $1.8 Million
Q3 2020 Nov 16, 2020	BUY	$60.95 - $65.87 $419,275 - $453,119	6,879 Added 44.73%	22,258 $1.41 Million
Q2 2020 Aug 20, 2020	SELL	$50.54 - $64.22 $296,973 - $377,356	-5,876 Reduced 27.65%	15,379 $1.35 Million
Q1 2020 Apr 28, 2020	BUY	$46.16 - $69.62 $11,309 - $17,056	245 Added 1.17%	21,255 $1.13 Million
Q4 2019 Feb 07, 2020	BUY	$62.3 - $68.88 $325,766 - $360,173	5,229 Added 33.13%	21,010 $1.44 Million
Q3 2019 Oct 31, 2019	BUY	$60.17 - $65.28 $183,398 - $198,973	3,048 Added 23.94%	15,781 $1.01 Million
Q2 2019 Aug 20, 2019	BUY	$61.87 - $65.25 $400,175 - $422,037	6,468 Added 103.24%	12,733 $780,000
Q1 2019 May 23, 2019	BUY	$56.62 - $63.97 $61,885 - $69,919	1,093 Added 21.13%	6,265 $408,000
Q4 2018 Mar 08, 2019	BUY	$55.2 - $66.33 $285,494 - $343,058	5,172 New	5,172 $316,000

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Financial Insights, Inc. Ishares Trust Ishares Esg Awar Transaction History