A detailed history of Hb Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Hb Wealth Management, LLC holds 19,884 shares of ESGD stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,884
Previous 14,963 32.89%
Holding current value
$1.54 Million
Previous $1.18 Million 42.02%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$75.63 - $84.89 $372,175 - $417,743
4,921 Added 32.89%
19,884 $1.67 Million
Q2 2024

Jul 26, 2024

BUY
$76.22 - $82.36 $186,434 - $201,452
2,446 Added 19.54%
14,963 $1.18 Million
Q1 2024

Apr 30, 2024

BUY
$73.39 - $80.18 $7,705 - $8,418
105 Added 0.85%
12,517 $1 Million
Q4 2023

Jan 16, 2024

BUY
$65.9 - $75.7 $24,778 - $28,463
376 Added 3.12%
12,412 $937,000
Q3 2023

Oct 13, 2023

BUY
$68.87 - $74.82 $2,272 - $2,469
33 Added 0.27%
12,036 $832,000
Q2 2023

Jul 13, 2023

BUY
$70.97 - $74.19 $13,910 - $14,541
196 Added 1.66%
12,003 $875,000
Q1 2023

Apr 13, 2023

SELL
$66.27 - $72.39 $116,900 - $127,695
-1,764 Reduced 13.0%
11,807 $848,000
Q4 2022

Jan 20, 2023

BUY
$55.83 - $67.96 $30,929 - $37,649
554 Added 4.26%
13,571 $0
Q3 2022

Oct 19, 2022

BUY
$55.75 - $67.2 $13,658 - $16,464
245 Added 1.92%
13,017 $731,000
Q2 2022

Jul 15, 2022

SELL
$61.64 - $74.67 $73,228 - $88,707
-1,188 Reduced 8.51%
12,772 $802,000
Q1 2022

May 16, 2022

BUY
$67.21 - $80.45 $32,126 - $38,455
478 Added 3.55%
13,960 $1.03 Million
Q4 2021

Feb 15, 2022

BUY
$76.64 - $82.32 $1.03 Million - $1.11 Million
13,482 New
13,482 $1.07 Million

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.