Hb Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

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 23,066 shares of ESGD stock, worth $2.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,066

Previous 20,724 11.3%

Holding current value

$2.03 Million

Previous $1.58 Million 19.47%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$75.32 - $84.77 $176,399 - $198,531	2,342 Added 11.3%	23,066 $1.88 Million
Q4 2024 Jan 15, 2025	BUY	$75.65 - $83.47 $63,546 - $70,114	840 Added 4.22%	20,724 $1.58 Million
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

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Hb Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History