Heritage Wealth Advisors Ishares Trust Ishares Esg Awar Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 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 26,026 shares of ESGD stock, worth $2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,026
Previous 26,132 0.41%
Holding current value
$2 Million
Previous $2.06 Million 6.41%
% of portfolio
0.11%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
635
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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