Iht Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,925 shares of ESGU stock, worth $628,873. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,925
Previous 4,554 8.15%
Holding current value
$628,873
Previous $543,000 14.36%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$113.45 - $126.18 $42,089 - $46,812
371 Added 8.15%
4,925 $621,000
Q2 2024

Aug 14, 2024
BUY
$108.69 - $119.84 $42,497 - $46,857
391 Added 9.39%
4,554 $543,000
Q1 2024

May 15, 2024
SELL
$102.91 - $114.96 $171,756 - $191,868
-1,669 Reduced 28.62%
4,163 $478,000
Q4 2023

Feb 14, 2024
BUY
$89.99 - $105.25 $24,837 - $29,049
276 Added 4.97%
5,832 $611,000
Q3 2023

Nov 14, 2023
BUY
$93.48 - $100.86 $77,307 - $83,411
827 Added 17.49%
5,556 $521,000
Q2 2023

Aug 14, 2023
SELL
$88.97 - $97.46 $76,870 - $84,205
-864 Reduced 15.45%
4,729 $460,000
Q1 2023

May 15, 2023
SELL
$84.05 - $92.64 $435,799 - $480,338
-5,185 Reduced 48.11%
5,593 $505,000
Q4 2022

Feb 14, 2023
SELL
$79.22 - $90.53 $861,359 - $984,332
-10,873 Reduced 50.22%
10,778 $913,000
Q3 2022

Nov 22, 2022
BUY
$79.41 - $95.97 $1.31 Million - $1.59 Million
16,534 Added 323.12%
21,651 $1.72 Million
Q2 2022

Aug 15, 2022
SELL
$81.27 - $102.58 $198,136 - $250,090
-2,438 Reduced 32.27%
5,117 $429,000
Q1 2022

May 16, 2022
BUY
$93.13 - $108.44 $231,614 - $269,690
2,487 Added 49.07%
7,555 $766,000
Q4 2021

Feb 14, 2022
BUY
$98.21 - $108.46 $42,132 - $46,529
429 Added 9.25%
5,068 $547,000
Q3 2021

Nov 15, 2021
SELL
$97.63 - $104.12 $792,365 - $845,037
-8,116 Reduced 63.63%
4,639 $457,000
Q2 2021

Aug 16, 2021
BUY
$91.95 - $98.47 $157,142 - $168,285
1,709 Added 15.47%
12,755 $1.26 Million
Q1 2021

May 18, 2021
SELL
$84.89 - $91.26 $38,455 - $41,340
-453 Reduced 3.94%
11,046 $1 Million
Q4 2020

Feb 17, 2021
BUY
$74.43 - $86.03 $321,909 - $372,079
4,325 Added 60.29%
11,499 $989,000
Q3 2020

Nov 19, 2020
BUY
$70.41 - $81.56 $83,647 - $96,893
1,188 Added 19.85%
7,174 $547,000
Q2 2020

Aug 14, 2020
BUY
$55.08 - $72.67 $107,130 - $141,343
1,945 Added 48.13%
5,986 $419,000
Q1 2020

May 13, 2020
BUY
$49.98 - $75.58 $201,969 - $305,418
4,041 New
4,041 $232,000
Q2 2018

Aug 13, 2018
SELL
$56.41 - $61.11 $22,564 - $24,444
-400 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$54.78 - $58.76 $21,912 - $23,504
400
400 $24,000

Others Institutions Holding ESGU

# of Institutions
812
Shares Held
94.8M
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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email