Heritage Wealth Advisors Ishares, Inc. Ishares Esg Awar Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Heritage Wealth Advisors holds 38,232 shares of ESGE stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

38,232

Previous 38,047 0.49%

Holding current value

$1.29 Million

Previous $1.22 Million 1.07%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$29.99 - $32.59 $5,548 - $6,029	185 Added 0.49%	38,232 $1.23 Million
Q4 2023 Feb 09, 2024	BUY	$29.26 - $32.06 $130,411 - $142,891	4,457 Added 13.27%	38,047 $1.22 Million
Q3 2023 Nov 08, 2023	BUY	$30.17 - $33.62 $309,061 - $344,403	10,244 Added 43.88%	33,590 $1.02 Million
Q2 2023 Aug 09, 2023	BUY	$30.3 - $32.81 $296,152 - $320,684	9,774 Added 72.02%	23,346 $738,000
Q1 2023 May 04, 2023	BUY	$29.58 - $33.94 $6,063 - $6,957	205 Added 1.53%	13,572 $427,000

Q4 2022 Feb 06, 2023	BUY	$28.53 - $31.56 $912 - $1,009	32 Added 0.24%	13,367 $401,000
Q3 2022 Nov 10, 2022	BUY	$28.65 - $32.89 $173,762 - $199,477	6,065 Added 83.43%	13,335 $369,000
Q2 2022 Aug 04, 2022	BUY	$31.92 - $38.05 $129,722 - $154,635	4,064 Added 126.76%	7,270 $235,000
Q1 2022 May 11, 2022	BUY	$33.66 - $41.37 $94,281 - $115,877	2,801 Added 691.6%	3,206 $118,000
Q4 2021 Feb 02, 2022	BUY	$38.5 - $43.37 $1,540 - $1,734	40 Added 10.96%	405 $16,000
Q3 2021 Nov 02, 2021	BUY	$40.74 - $44.79 $14,870 - $16,348	365 New	365 $15,000

Others Institutions Holding ESGE

# of Institutions

541

Shares Held

96.9M

Call Options Held

200

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

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, Inc. Ishares Esg Awar Transaction History