Kelman Lazarov, Inc. Ishares Trust Ishares Esg Awar Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,535 shares of ESGD stock, worth $390,508. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,535

Previous 5,468 17.06%

Holding current value

$390,508

Previous $416,000 11.06%

% of portfolio

0.07%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$75.32 - $84.77 $70,273 - $79,090	-933 Reduced 17.06%	4,535 $370,000
Q4 2024 Feb 13, 2025	BUY	$75.65 - $83.47 $8,548 - $9,432	113 Added 2.11%	5,468 $416,000
Q3 2024 Nov 08, 2024	SELL	$75.63 - $84.89 $21,630 - $24,278	-286 Reduced 5.07%	5,355 $450,000
Q2 2024 Aug 12, 2024	SELL	$76.22 - $82.36 $91,387 - $98,749	-1,199 Reduced 17.53%	5,641 $444,000
Q1 2024 May 09, 2024	SELL	$73.39 - $80.18 $2,201 - $2,405	-30 Reduced 0.44%	6,840 $546,000
Q4 2023 Feb 01, 2024	BUY	$65.9 - $75.7 $988 - $1,135	15 Added 0.22%	6,870 $518,000
Q3 2023 Oct 30, 2023	SELL	$68.87 - $74.82 $28,030 - $30,451	-407 Reduced 5.6%	6,855 $473,000
Q2 2023 Aug 04, 2023	SELL	$70.97 - $74.19 $2,767 - $2,893	-39 Reduced 0.53%	7,262 $529,000
Q1 2023 May 04, 2023	SELL	$66.27 - $72.39 $2,915 - $3,185	-44 Reduced 0.6%	7,301 $524,000
Q4 2022 Feb 06, 2023	SELL	$55.83 - $67.96 $133,042 - $161,948	-2,383 Reduced 24.5%	7,345 $482,000
Q3 2022 Oct 24, 2022	SELL	$55.75 - $67.2 $43,763 - $52,752	-785 Reduced 7.47%	9,728 $546,000
Q2 2022 Aug 08, 2022	BUY	$61.64 - $74.67 $12,266 - $14,859	199 Added 1.93%	10,513 $660,000
Q1 2022 May 10, 2022	BUY	$67.21 - $80.45 $26,144 - $31,295	389 Added 3.92%	10,314 $760,000
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $9,886 - $10,619	129 Added 1.32%	9,925 $789,000
Q3 2021 Nov 04, 2021	BUY	$77.09 - $82.48 $177,152 - $189,539	2,298 Added 30.65%	9,796 $768,000
Q2 2021 Aug 10, 2021	BUY	$76.82 - $82.21 $76,205 - $81,552	992 Added 15.25%	7,498 $593,000
Q1 2021 May 07, 2021	BUY	$72.34 - $76.86 $147,718 - $156,948	2,042 Added 45.74%	6,506 $494,000
Q4 2020 Feb 08, 2021	BUY	$61.15 - $73.67 $19,873 - $23,942	325 Added 7.85%	4,464 $326,000
Q2 2020 Jul 29, 2020	SELL	$50.54 - $64.22 $505 - $642	-10 Reduced 0.24%	4,139 $251,000
Q1 2020 Apr 27, 2020	BUY	$46.16 - $69.62 $38,128 - $57,506	826 Added 24.86%	4,149 $221,000
Q4 2019 Jan 29, 2020	SELL	$62.3 - $68.88 $13,706 - $15,153	-220 Reduced 6.21%	3,323 $228,000
Q3 2019 Oct 15, 2019	SELL	$60.17 - $65.28 $2,105 - $2,284	-35 Reduced 0.98%	3,543 $227,000
Q2 2019 Jul 22, 2019	SELL	$61.87 - $65.25 $11,940 - $12,593	-193 Reduced 5.12%	3,578 $230,000
Q1 2019 May 08, 2019	SELL	$56.62 - $63.97 $36,123 - $40,812	-638 Reduced 14.47%	3,771 $238,000
Q4 2018 Feb 11, 2019	BUY	$55.2 - $66.33 $243,376 - $292,448	4,409 New	4,409 $253,000
Q3 2018 Nov 14, 2018	SELL	$63.67 - $66.99 $249,904 - $262,935	-3,925 Closed	0 $0
Q2 2018 Aug 03, 2018	BUY	$64.52 - $69.36 $253,240 - $272,238	3,925 New	3,925 $256,000

Others Institutions Holding ESGD

# of Institutions

675

Shares Held

96.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Kelman Lazarov, Inc. Ishares Trust Ishares Esg Awar Transaction History