Gerber Kawasaki Wealth & Investment Management Ishares Trust Ishares Esg Awar Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 8,459 shares of ESGU stock, worth $1.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,459

Previous 9,068 6.72%

Holding current value

$1.06 Million

Previous $1.04 Million 3.17%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$108.69 - $119.84 $66,192 - $72,982	-609 Reduced 6.72%	8,459 $1.01 Million
Q1 2024 May 13, 2024	SELL	$102.91 - $114.96 $199,645 - $223,022	-1,940 Reduced 17.62%	9,068 $1.04 Million
Q4 2023 Feb 12, 2024	BUY	$89.99 - $105.25 $275,999 - $322,801	3,067 Added 38.62%	11,008 $1.15 Million
Q3 2023 Nov 14, 2023	BUY	$93.48 - $100.86 $411,872 - $444,389	4,406 Added 124.64%	7,941 $745,000
Q2 2023 Aug 10, 2023	SELL	$88.97 - $97.46 $569,585 - $623,938	-6,402 Reduced 64.43%	3,535 $344,000
Q1 2023 May 15, 2023	BUY	$84.05 - $92.64 $15,297 - $16,860	182 Added 1.87%	9,937 $898,000
Q4 2022 Feb 08, 2023	BUY	$79.22 - $90.53 $772,791 - $883,120	9,755 New	9,755 $826,000
Q2 2022 Aug 04, 2022	SELL	$81.27 - $102.58 $56,807 - $71,703	-699 Reduced 22.66%	2,386 $200,000
Q1 2022 May 12, 2022	SELL	$93.13 - $108.44 $522,924 - $608,890	-5,615 Reduced 64.54%	3,085 $312,000
Q4 2021 Feb 11, 2022	BUY	$98.21 - $108.46 $850,400 - $939,155	8,659 Added 21119.51%	8,700 $938,000
Q3 2021 Nov 15, 2021	SELL	$97.63 - $104.12 $448,512 - $478,327	-4,594 Reduced 99.12%	41 $41,000
Q2 2021 Aug 11, 2021	BUY	$91.95 - $98.47 $143,993 - $154,204	1,566 Added 51.03%	4,635 $456,000
Q1 2021 May 07, 2021	BUY	$84.89 - $91.26 $43,378 - $46,633	511 Added 19.98%	3,069 $278,000
Q4 2020 Feb 09, 2021	BUY	$74.43 - $86.03 $190,391 - $220,064	2,558 New	2,558 $220,000

Others Institutions Holding ESGU

# of Institutions

803

Shares Held

97.5M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Gerber Kawasaki Wealth & Investment Management Ishares Trust Ishares Esg Awar Transaction History