Hilltop Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q2 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 29,142 shares of ESGD stock, worth $2.38 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

29,142

Previous 29,714 1.93%

Holding current value

$2.38 Million

Previous $2.37 Million 3.33%

% of portfolio

1.16%

Previous 1.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	SELL	$76.22 - $82.36 $43,597 - $47,109	-572 Reduced 1.93%	29,142 $2.3 Million
Q1 2024 Apr 05, 2024	BUY	$73.39 - $80.18 $366 - $400	5 Added 0.02%	29,714 $2.37 Million
Q4 2023 Jan 17, 2024	BUY	$65.9 - $75.7 $115,061 - $132,172	1,746 Added 6.24%	29,709 $2.24 Million
Q3 2023 Oct 16, 2023	BUY	$68.87 - $74.82 $163,153 - $177,248	2,369 Added 9.26%	27,963 $1.93 Million
Q2 2023 Jul 19, 2023	BUY	$70.97 - $74.19 $202,974 - $212,183	2,860 Added 12.58%	25,594 $1.87 Million
Q1 2023 Apr 19, 2023	SELL	$66.27 - $72.39 $96,754 - $105,689	-1,460 Reduced 6.03%	22,734 $1.63 Million
Q4 2022 Feb 02, 2023	SELL	$60.44 - $67.96 $515,009 - $579,087	-8,521 Reduced 26.05%	24,194 $1.59 Million
Q3 2022 Nov 10, 2022	BUY	$56.96 - $67.2 $87,091 - $102,748	1,529 Added 4.9%	32,715 $1.84 Million
Q2 2022 Jul 15, 2022	BUY	$61.64 - $74.67 $97,514 - $118,127	1,582 Added 5.34%	31,186 $1.96 Million
Q1 2022 Apr 19, 2022	BUY	$67.21 - $80.45 $528,808 - $632,980	7,868 Added 36.2%	29,604 $2.18 Million
Q4 2021 Jan 19, 2022	BUY	$76.64 - $82.32 $244,864 - $263,012	3,195 Added 17.23%	21,736 $1.73 Million
Q3 2021 Oct 21, 2021	BUY	$77.09 - $82.48 $277,909 - $297,340	3,605 Added 24.14%	18,541 $1.45 Million
Q2 2021 Jul 12, 2021	BUY	$76.82 - $82.21 $261,111 - $279,431	3,399 Added 29.46%	14,936 $1.18 Million
Q1 2021 Apr 13, 2021	BUY	$72.34 - $76.86 $222,951 - $236,882	3,082 Added 36.45%	11,537 $876,000
Q4 2020 Jan 15, 2021	BUY	$61.15 - $73.67 $53,995 - $65,050	883 Added 11.66%	8,455 $618,000
Q3 2020 Oct 21, 2020	SELL	$60.95 - $65.87 $30,535 - $33,000	-501 Reduced 6.21%	7,572 $481,000
Q2 2020 Jul 09, 2020	SELL	$50.54 - $64.22 $22,743 - $28,899	-450 Reduced 5.28%	8,073 $489,000
Q1 2020 Apr 03, 2020	BUY	$46.16 - $69.62 $203,380 - $306,745	4,406 Added 107.02%	8,523 $453,000
Q4 2019 Feb 03, 2020	BUY	$62.3 - $68.88 $256,489 - $283,578	4,117 New	4,117 $283,000

Others Institutions Holding ESGD

# of Institutions

625

Shares Held

93M

Call Options Held

600

Put Options Held

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Hilltop Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History