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 715 shares of ESGU stock, worth $94,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
715
Previous 753 5.05%
Holding current value
$94,515
Previous $89,000 1.12%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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