Harvest Group Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 18,871 shares of ESGU stock, worth $2.53 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

18,871

Previous 12,308 53.32%

Holding current value

$2.53 Million

Previous $1.04 Million 63.57%

% of portfolio

1.11%

Previous 0.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	BUY	$84.05 - $92.64 $551,620 - $607,996	6,563 Added 53.32%	18,871 $1.71 Million
Q4 2022 Jan 27, 2023	SELL	$79.22 - $90.53 $108,452 - $123,935	-1,369 Reduced 10.01%	12,308 $1.04 Million
Q3 2022 Nov 08, 2022	BUY	$79.41 - $95.97 $95,292 - $115,164	1,200 Added 9.62%	13,677 $1.14 Million
Q2 2022 Aug 04, 2022	SELL	$81.27 - $102.58 $153,437 - $193,671	-1,888 Reduced 13.14%	12,477 $1.13 Million
Q1 2022 Apr 21, 2022	BUY	$93.13 - $108.44 $1.04 Million - $1.21 Million	11,130 Added 344.05%	14,365 $1.46 Million
Q1 2021 May 04, 2021	BUY	$84.89 - $91.26 $274,619 - $295,226	3,235 New	3,235 $310,000

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Account

Harvest Group Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History