Institutional & Family Asset Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 2,491 shares of ESGD stock, worth $219,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,491
Previous 2,537 1.81%
Holding current value
$219,506
Previous $202,000 2.97%
% of portfolio
0.02%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
SELL
$76.22 - $82.36 $3,506 - $3,788
-46 Reduced 1.81%
2,491 $196,000
Q1 2024

May 08, 2024
SELL
$73.39 - $80.18 $26,493 - $28,944
-361 Reduced 12.46%
2,537 $202,000
Q4 2023

Feb 06, 2024
SELL
$65.9 - $75.7 $6,721 - $7,721
-102 Reduced 3.4%
2,898 $218,000
Q3 2023

Nov 13, 2023
BUY
$68.87 - $74.82 $6,542 - $7,107
95 Added 3.27%
3,000 $207,000
Q2 2023

Aug 09, 2023
SELL
$70.97 - $74.19 $282,531 - $295,350
-3,981 Reduced 57.81%
2,905 $211,000
Q1 2023

May 08, 2023
SELL
$66.27 - $72.39 $7,289 - $7,962
-110 Reduced 1.57%
6,886 $494,000
Q4 2022

Feb 08, 2023
SELL
$55.83 - $67.96 $1,172 - $1,427
-21 Reduced 0.3%
6,996 $459,000
Q3 2022

Nov 07, 2022
SELL
$55.75 - $67.2 $3,512 - $4,233
-63 Reduced 0.89%
7,017 $394,000
Q2 2022

Aug 08, 2022
SELL
$61.64 - $74.67 $21,204 - $25,686
-344 Reduced 4.63%
7,080 $444,000
Q1 2022

May 11, 2022
SELL
$67.21 - $80.45 $25,472 - $30,490
-379 Reduced 4.86%
7,424 $547,000
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $6,054 - $6,503
79 Added 1.02%
7,803 $620,000
Q3 2021

Nov 10, 2021
BUY
$77.09 - $82.48 $31,838 - $34,064
413 Added 5.65%
7,724 $605,000
Q2 2021

Aug 10, 2021
BUY
$76.82 - $82.21 $17,822 - $19,072
232 Added 3.28%
7,311 $578,000
Q1 2021

May 06, 2021
SELL
$72.34 - $76.86 $35,446 - $37,661
-490 Reduced 6.47%
7,079 $537,000
Q4 2020

Feb 03, 2021
BUY
$61.15 - $73.67 $21,952 - $26,447
359 Added 4.98%
7,569 $553,000
Q3 2020

Oct 30, 2020
SELL
$60.95 - $65.87 $6,216 - $6,718
-102 Reduced 1.39%
7,210 $458,000
Q2 2020

Aug 14, 2020
BUY
$50.54 - $64.22 $38,915 - $49,449
770 Added 11.77%
7,312 $443,000
Q1 2020

May 14, 2020
BUY
$46.16 - $69.62 $3,185 - $4,803
69 Added 1.07%
6,542 $348,000
Q4 2019

Feb 14, 2020
SELL
$62.3 - $68.88 $4,049 - $4,477
-65 Reduced 0.99%
6,473 $445,000
Q3 2019

Nov 14, 2019
BUY
$60.17 - $65.28 $2,948 - $3,198
49 Added 0.76%
6,538 $419,000
Q2 2019

Aug 14, 2019
BUY
$61.87 - $65.25 $3,402 - $3,588
55 Added 0.85%
6,489 $417,000
Q1 2019

May 13, 2019
BUY
$56.62 - $63.97 $117,826 - $133,121
2,081 Added 47.81%
6,434 $407,000
Q4 2018

Feb 14, 2019
BUY
$55.2 - $66.33 $106,149 - $127,552
1,923 Added 79.14%
4,353 $250,000
Q3 2018

Nov 13, 2018
BUY
$63.67 - $66.99 $104,991 - $110,466
1,649 Added 211.14%
2,430 $161,000
Q2 2018

Aug 13, 2018
BUY
$64.52 - $69.36 $580 - $624
9 Added 1.17%
781 $51,000
Q1 2018

May 14, 2018
BUY
$65.66 - $72.49 $50,689 - $55,962
772 New
772 $52,000

About ISHARES TRUST ISHARES ESG AWAR

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