Ifp Advisors, Inc Ishares Trust Ishares Esg Awar Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,125 shares of ESGD stock, worth $539,735. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,125

Previous 5,968 2.63%

Holding current value

$539,735

Previous $454,000 10.13%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$75.32 - $84.77 $11,825 - $13,308	157 Added 2.63%	6,125 $500,000
Q4 2024 Feb 04, 2025	SELL	$75.65 - $83.47 $151 - $166	-2 Reduced 0.03%	5,968 $454,000
Q3 2024 Feb 04, 2025	BUY	$75.63 - $84.89 $378 - $424	5 Added 0.08%	5,970 $502,000
Q2 2024 Jul 30, 2024	BUY	$76.22 - $82.36 $53,430 - $57,734	701 Added 13.32%	5,965 $469,000
Q1 2024 Jul 30, 2024	BUY	$73.39 - $80.18 $46,162 - $50,433	629 Added 13.57%	5,264 $420,000
Q4 2023 Jan 09, 2024	SELL	$65.9 - $75.7 $14,102 - $16,199	-214 Reduced 4.41%	4,635 $350,000
Q3 2023 Oct 12, 2023	BUY	$68.87 - $74.82 $3,236 - $3,516	47 Added 0.98%	4,849 $335,000
Q2 2023 Aug 04, 2023	BUY	$70.97 - $74.19 $53,156 - $55,568	749 Added 18.48%	4,802 $350,000
Q1 2023 Apr 18, 2023	SELL	$66.27 - $72.39 $2.73 Million - $2.98 Million	-41,143 Reduced 91.03%	4,053 $291,000
Q4 2022 Feb 07, 2023	BUY	$55.83 - $67.96 $5,192 - $6,320	93 Added 0.21%	45,196 $3.05 Million
Q3 2022 Nov 08, 2022	BUY	$55.75 - $67.2 $159,222 - $191,923	2,856 Added 6.76%	45,103 $3.04 Million
Q2 2022 Sep 06, 2022	BUY	$61.64 - $74.67 $2.6 Million - $3.15 Million	42,247 New	42,247 $2.85 Million
Q2 2022 Aug 12, 2022	SELL	$61.64 - $74.67 $2.6 Million - $3.15 Million	-42,247 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$67.21 - $80.45 $2.58 Million - $3.08 Million	38,321 Added 976.08%	42,247 $3.11 Million
Q1 2022 Aug 08, 2022	BUY	$67.21 - $80.45 $22,246 - $26,628	331 Added 9.21%	3,926 $289,000
Q4 2021 Jan 12, 2022	BUY	$76.64 - $82.32 $28,893 - $31,034	377 Added 11.72%	3,595 $287,000
Q3 2021 Oct 06, 2021	BUY	$77.09 - $82.48 $33,302 - $35,631	432 Added 15.51%	3,218 $252,000
Q2 2021 Jul 13, 2021	SELL	$76.82 - $82.21 $3,303 - $3,535	-43 Reduced 1.52%	2,786 $221,000
Q1 2021 Apr 30, 2021	BUY	$72.34 - $76.86 $46,659 - $49,574	645 Added 29.53%	2,829 $216,000
Q4 2020 Jan 25, 2021	BUY	$61.15 - $73.67 $17,916 - $21,585	293 Added 15.49%	2,184 $159,000
Q3 2020 Oct 29, 2020	BUY	$60.95 - $65.87 $2,255 - $2,437	37 Added 2.0%	1,891 $120,000
Q2 2020 Aug 05, 2020	SELL	$50.54 - $64.22 $252 - $321	-5 Reduced 0.27%	1,854 $113,000
Q1 2020 May 12, 2020	BUY	$46.16 - $69.62 $85,672 - $129,214	1,856 Added 61866.67%	1,859 $100,000
Q4 2019 Jan 17, 2020	SELL	$62.3 - $68.88 $5,170 - $5,717	-83 Reduced 96.51%	3 $0
Q3 2019 Nov 07, 2019	SELL	$60.17 - $65.28 $3,610 - $3,916	-60 Reduced 41.1%	86 $5,000
Q4 2018 Jan 23, 2019	SELL	$55.2 - $66.33 $2,318 - $2,785	-42 Reduced 22.34%	146 $8,000
Q2 2018 Aug 07, 2018	SELL	$64.52 - $69.36 $16,646 - $17,894	-258 Reduced 57.85%	188 $0
Q1 2018 Jun 03, 2019	BUY	$65.66 - $72.49 $16,940 - $18,702	258 Added 137.23%	446 $30,000
Q1 2018 May 09, 2018	SELL	$65.66 - $72.49 $16,940 - $18,702	-258 Reduced 57.85%	188 $0
Q4 2017 Jan 24, 2018	BUY	$66.07 - $68.32 $19,820 - $20,495	300 Added 205.48%	446 $0
Q1 2016 Jun 03, 2019	BUY	N/A	146	146 $9,000

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account