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

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 119,480 shares of ESGU stock, worth $14.3 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
119,480
Previous 212,777 43.85%
Holding current value
$14.3 Million
Previous $22.3 Million 38.47%
% of portfolio
1.29%
Previous 2.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$102.91 - $114.96 $9.6 Million - $10.7 Million
-93,297 Reduced 43.85%
119,480 $13.7 Million
Q4 2023

Feb 14, 2024
SELL
$89.99 - $105.25 $29 Million - $33.9 Million
-322,132 Reduced 60.22%
212,777 $22.3 Million
Q4 2022

Feb 14, 2023
SELL
$82.9 - $90.53 $4.32 Million - $4.71 Million
-52,064 Reduced 8.87%
534,909 $45.3 Million
Q3 2022

Jan 25, 2023
BUY
$82.11 - $95.97 $48.2 Million - $56.3 Million
586,973 New
586,973 $46.6 Million

Others Institutions Holding ESGU

# of Institutions
784
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email