Keener Financial Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Keener Financial Planning LLC holds 2,018 shares of ESGD stock, worth $182,386. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,018
Previous 1,936 4.24%
Holding current value
$182,386
Previous $158,000 13.92%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$73.02 - $90.22 $5,987 - $7,398
82 Added 4.24%
2,018 $180,000
Q1 2025

May 09, 2025
SELL
$75.32 - $84.77 $2,485 - $2,797
-33 Reduced 1.68%
1,936 $158,000
Q4 2024

Jan 29, 2025
BUY
$75.65 - $83.47 $91,460 - $100,915
1,209 Added 159.08%
1,969 $149,000
Q3 2024

Oct 18, 2024
SELL
$75.63 - $84.89 $101,192 - $113,582
-1,338 Reduced 63.78%
760 $63,000
Q4 2023

Jan 26, 2024
BUY
$65.9 - $75.7 $138,258 - $158,818
2,098 New
2,098 $158,000

Others Institutions Holding ESGD

# of Institutions
697
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 Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC 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 Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email