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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 34,541 shares of ESGE stock, worth $1.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

34,541

Previous 34,948 1.16%

Holding current value

$1.2 Million

Previous $1.17 Million 3.52%

% of portfolio

0.16%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$32.74 - $36.2 $13,325 - $14,733	-407 Reduced 1.16%	34,541 $1.21 Million
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

567

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

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