Jmg Financial Group, Ltd. Ishares Trust Ishares Esg Awar Transaction History

Jmg Financial Group, Ltd.

  • $2.84 Billion
  • Q1 2025

A detailed history of Jmg Financial Group, Ltd. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 32,998 shares of ESGD stock, worth $2.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
32,998
Previous 35,817 7.87%
Holding current value
$2.91 Million
Previous $2.73 Million 1.17%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$75.32 - $84.77 $212,327 - $238,966
-2,819 Reduced 7.87%
32,998 $2.7 Million
Q4 2024

Feb 03, 2025
SELL
$75.65 - $83.47 $2,118 - $2,337
-28 Reduced 0.08%
35,817 $2.73 Million
Q3 2024

Oct 22, 2024
BUY
$75.63 - $84.89 $13,310 - $14,940
176 Added 0.49%
35,845 $3.02 Million
Q4 2023

Feb 01, 2024
BUY
$65.9 - $75.7 $1.38 Million - $1.59 Million
21,000 Added 143.16%
35,669 $2.69 Million
Q3 2023

Oct 31, 2023
BUY
$68.87 - $74.82 $243,799 - $264,862
3,540 Added 31.81%
14,669 $1.01 Million
Q1 2023

Apr 12, 2023
SELL
$66.27 - $72.39 $23,525 - $25,698
-355 Reduced 3.09%
11,129 $800,000
Q4 2022

Jan 27, 2023
BUY
$55.83 - $67.96 $102,727 - $125,046
1,840 Added 19.08%
11,484 $755,000
Q3 2022

Oct 17, 2022
BUY
$55.75 - $67.2 $99,458 - $119,884
1,784 Added 22.7%
9,644 $541,000
Q2 2022

Jul 26, 2022
BUY
$61.64 - $74.67 $66,879 - $81,016
1,085 Added 16.01%
7,860 $493,000
Q1 2022

Apr 27, 2022
BUY
$67.21 - $80.45 $107,334 - $128,478
1,597 Added 30.84%
6,775 $500,000
Q4 2021

Jan 25, 2022
BUY
$76.64 - $82.32 $32,188 - $34,574
420 Added 8.83%
5,178 $411,000
Q2 2021

Jul 29, 2021
BUY
$76.82 - $82.21 $365,509 - $391,155
4,758 New
4,758 $376,000

Others Institutions Holding ESGD

# of Institutions
674
Shares Held
96.7M
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
Track This Portfolio

Track Jmg Financial Group, Ltd. Portfolio

Follow Jmg Financial Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jmg Financial Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Jmg Financial Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email