Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

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 27,412 shares of ESGD stock, worth $2.42 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

27,412

Previous 26,372 3.94%

Holding current value

$2.42 Million

Previous $2.01 Million 11.56%

% of portfolio

0.12%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$75.32 - $84.77 $78,332 - $88,160	1,040 Added 3.94%	27,412 $2.24 Million
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

674

Shares Held

96.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History