Institute For Wealth Management, Llc. Ishares, Inc. Ishares Esg Awar Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 34,948 shares of ESGE stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
34,948
Previous 31,744 10.09%
Holding current value
$1.25 Million
Previous $1.16 Million 0.95%
% of portfolio
0.15%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$33.39 - $37.66 $106,981 - $120,662
3,204 Added 10.09%
34,948 $1.17 Million
Q3 2024

Nov 12, 2024
BUY
$32.04 - $37.11 $80,740 - $93,517
2,520 Added 8.62%
31,744 $1.16 Million
Q2 2024

Jul 25, 2024
SELL
$31.14 - $34.36 $10,525 - $11,613
-338 Reduced 1.14%
29,224 $979,000
Q1 2024

Apr 30, 2024
BUY
$29.99 - $32.59 $52,722 - $57,293
1,758 Added 6.32%
29,562 $952,000
Q4 2023

Jan 31, 2024
BUY
$29.26 - $32.06 $44,211 - $48,442
1,511 Added 5.75%
27,804 $891,000
Q3 2023

Oct 13, 2023
BUY
$30.17 - $33.62 $58,228 - $64,886
1,930 Added 7.92%
26,293 $796,000
Q2 2023

Jul 25, 2023
BUY
$30.3 - $32.81 $22,391 - $24,246
739 Added 3.13%
24,363 $770,000
Q1 2023

Apr 20, 2023
SELL
$29.58 - $33.94 $1,833 - $2,104
-62 Reduced 0.26%
23,624 $743,000
Q4 2022

Feb 02, 2023
SELL
$26.89 - $31.56 $33,289 - $39,071
-1,238 Reduced 4.97%
23,686 $712,000
Q3 2022

Oct 18, 2022
BUY
$27.67 - $32.89 $38,046 - $45,223
1,375 Added 5.84%
24,924 $690,000
Q2 2022

Jul 25, 2022
SELL
$31.92 - $38.05 $2,968 - $3,538
-93 Reduced 0.39%
23,549 $761,000
Q1 2022

Apr 29, 2022
BUY
$33.66 - $41.37 $83,544 - $102,680
2,482 Added 11.73%
23,642 $868,000
Q4 2021

Jan 21, 2022
BUY
$38.5 - $43.37 $60,175 - $67,787
1,563 Added 7.98%
21,160 $841,000
Q3 2021

Nov 15, 2021
BUY
$40.74 - $44.79 $110,323 - $121,291
2,708 Added 16.03%
19,597 $812,000
Q2 2021

Jul 21, 2021
BUY
$42.32 - $45.78 $37,326 - $40,377
882 Added 5.51%
16,889 $763,000
Q1 2021

May 04, 2021
BUY
$41.83 - $47.19 $154,478 - $174,272
3,693 Added 29.99%
16,007 $693,000
Q4 2020

Feb 01, 2021
BUY
$35.59 - $41.99 $114,172 - $134,703
3,208 Added 35.23%
12,314 $517,000
Q3 2020

Nov 03, 2020
BUY
$32.5 - $36.82 $295,945 - $335,282
9,106 New
9,106 $324,000
Q1 2020

Apr 29, 2020
SELL
$24.66 - $37.05 $8,433 - $12,671
-342 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$32.11 - $35.96 $10,981 - $12,298
342 New
342 $12,000

Others Institutions Holding ESGE

# of Institutions
569
Shares Held
99.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
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