A detailed history of Geneos Wealth Management Inc. transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 676 shares of ESGE stock, worth $23,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
676
Previous 450 50.22%
Holding current value
$23,011
Previous $15,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$32.04 - $37.11 $7,241 - $8,386
226 Added 50.22%
676 $24,000
Q2 2024

Jul 23, 2024

BUY
$31.14 - $34.36 $1,058 - $1,168
34 Added 8.17%
450 $15,000
Q1 2024

May 03, 2024

SELL
$29.99 - $32.59 $14,845 - $16,132
-495 Reduced 54.34%
416 $13,000
Q4 2023

Jan 26, 2024

BUY
$29.26 - $32.06 $1,170 - $1,282
40 Added 4.59%
911 $29,000
Q3 2023

Oct 11, 2023

BUY
$30.17 - $33.62 $13,968 - $15,566
463 Added 113.48%
871 $26,000
Q2 2023

Aug 08, 2023

SELL
$30.3 - $32.81 $1,636 - $1,771
-54 Reduced 11.69%
408 $12,000
Q1 2023

Apr 25, 2023

SELL
$29.58 - $33.94 $1,922 - $2,206
-65 Reduced 12.33%
462 $14,000
Q4 2022

Jan 30, 2023

BUY
$26.89 - $31.56 $188 - $220
7 Added 1.35%
527 $15,000
Q3 2022

Nov 14, 2022

SELL
$27.67 - $32.89 $7,913 - $9,406
-286 Reduced 35.48%
520 $14,000
Q2 2022

Jul 22, 2022

SELL
$31.92 - $38.05 $1,787 - $2,130
-56 Reduced 6.5%
806 $26,000
Q1 2022

May 16, 2022

SELL
$33.66 - $41.37 $10,939 - $13,445
-325 Reduced 27.38%
862 $31,000
Q4 2021

Feb 09, 2022

BUY
$38.5 - $43.37 $3,503 - $3,946
91 Added 8.3%
1,187 $47,000
Q3 2021

Nov 09, 2021

SELL
$40.74 - $44.79 $1,914 - $2,105
-47 Reduced 4.11%
1,096 $45,000
Q2 2021

Jul 08, 2021

SELL
$42.32 - $45.78 $194,925 - $210,862
-4,606 Reduced 80.12%
1,143 $51,000
Q1 2021

Jun 17, 2021

SELL
$41.83 - $47.19 $60,067 - $67,764
-1,436 Reduced 19.99%
5,749 $252,000
Q4 2020

May 19, 2021

BUY
$35.59 - $41.99 $240,090 - $283,264
6,746 Added 1536.67%
7,185 $64,000
Q3 2018

Sep 07, 2021

BUY
$32.22 - $35.0 $14,144 - $15,365
439 New
439 $14,000

Others Institutions Holding ESGE

About ISHARES, INC. ISHARES ESG AWAR


  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
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