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 11,693 shares of ESGU stock, worth $1.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,693
Previous 11,693 -0.0%
Holding current value
$1.52 Million
Previous $1.4 Million 5.73%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$102.91 - $114.96 $56,394 - $62,998
-548 Reduced 4.48%
11,693 $1.34 Million
Q4 2023

Feb 01, 2024

SELL
$89.99 - $105.25 $29,606 - $34,627
-329 Reduced 2.62%
12,241 $1.28 Million
Q3 2023

Oct 31, 2023

SELL
$93.48 - $100.86 $81,795 - $88,252
-875 Reduced 6.51%
12,570 $1.18 Million
Q2 2023

Jul 25, 2023

BUY
$88.97 - $97.46 $207,300 - $227,081
2,330 Added 20.96%
13,445 $1.31 Million
Q4 2022

Jan 27, 2023

BUY
$79.22 - $90.53 $128,494 - $146,839
1,622 Added 17.09%
11,115 $942,000
Q3 2022

Oct 17, 2022

BUY
$79.41 - $95.97 $38,990 - $47,121
491 Added 5.45%
9,493 $754,000
Q2 2022

Jul 26, 2022

BUY
$81.27 - $102.58 $65,259 - $82,371
803 Added 9.79%
9,002 $755,000
Q3 2021

Oct 19, 2021

SELL
$97.63 - $104.12 $21,088 - $22,489
-216 Reduced 2.57%
8,199 $807,000
Q2 2021

Jul 29, 2021

BUY
$91.95 - $98.47 $773,759 - $828,625
8,415 New
8,415 $829,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


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