Jfs Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 775 shares of ESGU stock, worth $103,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
775
Previous 715 8.39%
Holding current value
$103,098
Previous $90,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$124.61 - $133.96 $7,476 - $8,037
60 Added 8.39%
775 $99,000
Q3 2024

Oct 25, 2024
SELL
$113.45 - $126.18 $4,311 - $4,794
-38 Reduced 5.05%
715 $90,000
Q2 2024

Jul 15, 2024
BUY
$108.69 - $119.84 $4,673 - $5,153
43 Added 6.06%
753 $89,000
Q1 2024

Apr 30, 2024
SELL
$102.91 - $114.96 $4,836 - $5,403
-47 Reduced 6.21%
710 $81,000
Q4 2023

Feb 07, 2024
BUY
$89.99 - $105.25 $68,122 - $79,674
757 New
757 $79,000
Q1 2022

May 02, 2022
SELL
$93.13 - $108.44 $4,749 - $5,530
-51 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
$98.21 - $108.46 $5,008 - $5,531
51 New
51 $6,000

Others Institutions Holding ESGU

# of Institutions
835
Shares Held
94.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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