Institute For Wealth Management, Llc. Ishares Trust 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 Trust Ishares Esg Awar stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 50,322 shares of ESGU stock, worth $6.09 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

50,322

Previous 50,689 0.72%

Holding current value

$6.09 Million

Previous $6.53 Million 6.05%

% of portfolio

0.8%

Previous 0.83%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$120.24 - $134.3 $44,128 - $49,288	-367 Reduced 0.72%	50,322 $6.13 Million
Q4 2024 Jan 23, 2025	BUY	$124.61 - $133.96 $401,742 - $431,887	3,224 Added 6.79%	50,689 $6.53 Million
Q3 2024 Nov 12, 2024	BUY	$113.45 - $126.18 $321,630 - $357,720	2,835 Added 6.35%	47,465 $5.99 Million
Q2 2024 Jul 25, 2024	BUY	$108.69 - $119.84 $93,473 - $103,062	860 Added 1.96%	44,630 $5.33 Million
Q1 2024 Apr 30, 2024	SELL	$102.91 - $114.96 $75,124 - $83,920	-730 Reduced 1.64%	43,770 $5.03 Million
Q4 2023 Jan 31, 2024	SELL	$89.99 - $105.25 $61,193 - $71,570	-680 Reduced 1.51%	44,500 $4.67 Million
Q3 2023 Oct 13, 2023	BUY	$93.48 - $100.86 $210,610 - $227,237	2,253 Added 5.25%	45,180 $4.24 Million
Q2 2023 Jul 25, 2023	BUY	$88.97 - $97.46 $280,878 - $307,681	3,157 Added 7.94%	42,927 $4.18 Million
Q1 2023 Apr 20, 2023	BUY	$84.05 - $92.64 $95,312 - $105,053	1,134 Added 2.94%	39,770 $3.6 Million
Q4 2022 Feb 02, 2023	SELL	$79.22 - $90.53 $274,338 - $313,505	-3,463 Reduced 8.23%	38,636 $3.27 Million
Q3 2022 Oct 18, 2022	BUY	$79.41 - $95.97 $126,023 - $152,304	1,587 Added 3.92%	42,099 $3.34 Million
Q2 2022 Jul 25, 2022	BUY	$81.27 - $102.58 $21,780 - $27,491	268 Added 0.67%	40,512 $3.4 Million
Q1 2022 Apr 29, 2022	BUY	$93.13 - $108.44 $44,888 - $52,268	482 Added 1.21%	40,244 $4.08 Million
Q4 2021 Jan 21, 2022	BUY	$98.21 - $108.46 $511,870 - $565,293	5,212 Added 15.09%	39,762 $4.29 Million
Q3 2021 Nov 15, 2021	BUY	$97.63 - $104.12 $337,018 - $359,422	3,452 Added 11.1%	34,550 $3.4 Million
Q2 2021 Jul 21, 2021	BUY	$91.95 - $98.47 $26,205 - $28,063	285 Added 0.92%	31,098 $3.06 Million
Q1 2021 May 04, 2021	BUY	$84.89 - $91.26 $270,459 - $290,754	3,186 Added 11.53%	30,813 $2.8 Million
Q4 2020 Feb 01, 2021	BUY	$74.43 - $86.03 $523,094 - $604,618	7,028 Added 34.12%	27,627 $2.38 Million
Q3 2020 Nov 03, 2020	BUY	$70.41 - $81.56 $687,060 - $795,862	9,758 Added 90.01%	20,599 $1.57 Million
Q2 2020 Jul 30, 2020	BUY	$55.08 - $72.67 $364,299 - $480,639	6,614 Added 156.47%	10,841 $759,000
Q1 2020 Apr 29, 2020	BUY	$49.98 - $75.58 $55,427 - $83,818	1,109 Added 35.57%	4,227 $243,000
Q4 2019 Feb 27, 2020	BUY	$63.45 - $71.63 $183,751 - $207,440	2,896 Added 1304.5%	3,118 $222,000
Q4 2019 Jan 27, 2020	BUY	$63.45 - $71.63 $14,085 - $15,901	222 New	222 $222,000

Others Institutions Holding ESGU

# of Institutions

854

Shares Held

96.7M

Call Options Held

Put Options Held

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