A detailed history of Financial Perspectives, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Financial Perspectives, Inc holds 953 shares of ESGU stock, worth $119,753. This represents 0.04% of its overall portfolio holdings.

Number of Shares
953
Previous 953 -0.0%
Holding current value
$119,753
Previous $110 Million 3.81%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024

BUY
$89.99 - $105.25 $89 - $105
1 Added 0.11%
953 $100 Million
Q4 2022

Jan 09, 2024

BUY
$79.22 - $90.53 $79 - $90
1 Added 0.11%
952 $80.7 Million
Q1 2022

Jan 09, 2024

BUY
$93.13 - $108.44 $27,100 - $31,556
291 Added 44.09%
951 $96.4 Million
Q2 2021

Jan 09, 2024

SELL
$91.95 - $98.47 $5.02 Million - $5.38 Million
-54,589 Reduced 98.81%
660 $65 Million
Q1 2021

Jan 09, 2024

BUY
$84.89 - $91.26 $4.64 Million - $4.99 Million
54,641 Added 8987.01%
55,249 $608,000
Q4 2020

Jan 09, 2024

BUY
$74.43 - $86.03 $45,253 - $52,306
608 New
608 $52.3 Million

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


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

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.