Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Heritage Wealth Advisors holds 26,372 shares of ESGD stock, worth $2.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,372

Previous 26,026 1.33%

Holding current value

$2.17 Million

Previous $2.19 Million 8.36%

% of portfolio

0.1%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$75.65 - $83.47 $26,174 - $28,880	346 Added 1.33%	26,372 $2.01 Million
Q3 2024 Nov 12, 2024	SELL	$75.63 - $84.89 $8,016 - $8,998	-106 Reduced 0.41%	26,026 $2.19 Million
Q2 2024 Dec 12, 2024	BUY	$76.22 - $82.36 $66,235 - $71,570	869 Added 3.44%	26,132 $2.06 Million
Q2 2024 Aug 05, 2024	BUY	$76.22 - $82.36 $66,235 - $71,570	869 Added 3.44%	26,132 $2.06 Million
Q1 2024 Dec 12, 2024	SELL	$73.39 - $80.18 $733 - $801	-10 Reduced 0.04%	25,263 $2.02 Million
Q1 2024 May 08, 2024	SELL	$73.39 - $80.18 $733 - $801	-10 Reduced 0.04%	25,263 $2.02 Million
Q4 2023 Dec 12, 2024	BUY	$65.9 - $75.7 $45,734 - $52,535	694 Added 2.82%	25,273 $1.91 Million
Q4 2023 Feb 09, 2024	BUY	$65.9 - $75.7 $45,734 - $52,535	694 Added 2.82%	25,273 $1.91 Million
Q3 2023 Dec 12, 2024	BUY	$68.87 - $74.82 $422,999 - $459,544	6,142 Added 33.31%	24,579 $1.7 Million
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $422,999 - $459,544	6,142 Added 33.31%	24,579 $1.7 Million
Q2 2023 Dec 12, 2024	SELL	$70.97 - $74.19 $538,591 - $563,027	-7,589 Reduced 29.16%	18,437 $1.34 Million
Q2 2023 Aug 09, 2023	BUY	$70.97 - $74.19 $576,276 - $602,422	8,120 Added 78.71%	18,437 $1.34 Million
Q1 2023 May 04, 2023	SELL	$66.27 - $72.39 $3,777 - $4,126	-57 Reduced 0.55%	10,317 $741,000
Q4 2022 Dec 12, 2024	BUY	$55.83 - $67.96 $949 - $1,155	17 Added 0.16%	10,374 $681,000
Q4 2022 Feb 06, 2023	BUY	$55.83 - $67.96 $949 - $1,155	17 Added 0.16%	10,374 $681,000
Q3 2022 Dec 12, 2024	SELL	$55.75 - $67.2 $873,546 - $1.05 Million	-15,669 Reduced 60.21%	10,357 $581,000
Q3 2022 Nov 10, 2022	BUY	$55.75 - $67.2 $138,483 - $166,924	2,484 Added 31.55%	10,357 $581,000
Q2 2022 Aug 04, 2022	BUY	$61.64 - $74.67 $252,107 - $305,400	4,090 Added 108.12%	7,873 $494,000
Q1 2022 May 11, 2022	BUY	$67.21 - $80.45 $229,723 - $274,978	3,418 Added 936.44%	3,783 $279,000
Q4 2021 Feb 02, 2022	BUY	$76.64 - $82.32 $5,748 - $6,173	75 Added 25.86%	365 $29,000
Q3 2021 Nov 02, 2021	BUY	$77.09 - $82.48 $22,356 - $23,919	290 New	290 $22,000

Others Institutions Holding ESGD

# of Institutions

665

Shares Held

97M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History