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

Integris Wealth Management, LLC

  • $355 Billion
  • Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Integris Wealth Management, LLC holds 43,902 shares of ESGD stock, worth $3.49 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
43,902
Previous 42,996 2.11%
Holding current value
$3.49 Million
Previous $3.62 Billion 7.63%
% of portfolio
0.94%
Previous 1.01%

Shares

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

Jan 23, 2025
BUY
$75.65 - $83.47 $68,538 - $75,623
906 Added 2.11%
43,902 $3.34 Billion
Q3 2024

Oct 18, 2024
BUY
$75.63 - $84.89 $13,991 - $15,704
185 Added 0.43%
42,996 $3.62 Billion
Q2 2024

Jul 19, 2024
SELL
$76.22 - $82.36 $91,464 - $98,832
-1,200 Reduced 2.73%
42,811 $3.37 Billion
Q1 2024

May 03, 2024
SELL
$73.39 - $80.18 $119,258 - $130,292
-1,625 Reduced 3.56%
44,011 $3.52 Billion
Q4 2023

Feb 09, 2024
BUY
$65.9 - $75.7 $10,280 - $11,809
156 Added 0.34%
45,636 $3.45 Billion
Q3 2023

Nov 08, 2023
BUY
$68.87 - $74.82 $78,374 - $85,145
1,138 Added 2.57%
45,480 $3.14 Billion
Q2 2023

Jul 13, 2023
BUY
$70.97 - $74.19 $131,649 - $137,622
1,855 Added 4.37%
44,342 $3.23 Billion
Q1 2023

May 15, 2023
BUY
$66.27 - $72.39 $207,027 - $226,146
3,124 Added 7.94%
42,487 $3.05 Billion
Q4 2022

Feb 07, 2023
BUY
$55.83 - $67.96 $2.2 Million - $2.68 Million
39,363 New
39,363 $2.59 Billion

Others Institutions Holding ESGD

# of Institutions
640
Shares Held
93.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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