Kingsview Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,195 shares of ESGD stock, worth $288,764. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,195
Previous 3,676 13.08%
Holding current value
$288,764
Previous $279,000 6.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 02, 2025
SELL
$75.32 - $84.77 $36,228 - $40,774
-481 Reduced 13.08%
3,195 $260,000
Q4 2024

Jan 28, 2025
SELL
$75.65 - $83.47 $11,196 - $12,353
-148 Reduced 3.87%
3,676 $279,000
Q3 2024

Nov 12, 2024
BUY
$75.63 - $84.89 $8,319 - $9,337
110 Added 2.96%
3,824 $321,000
Q2 2024

Aug 14, 2024
BUY
$76.22 - $82.36 $87,957 - $95,043
1,154 Added 45.08%
3,714 $292,000
Q1 2024

May 09, 2024
BUY
$73.39 - $80.18 $187,878 - $205,260
2,560 New
2,560 $204,000
Q2 2022

Aug 16, 2022
SELL
$61.64 - $74.67 $3,760 - $4,554
-61 Reduced 1.87%
3,204 $201,000
Q1 2022

Feb 08, 2024
BUY
$67.21 - $80.45 $234,226 - $280,368
3,485 New
3,485 $256,000
Q4 2021

Feb 17, 2022
BUY
$76.64 - $82.32 $16,630 - $17,863
217 Added 7.12%
3,265 $259,000
Q3 2021

Dec 03, 2021
BUY
$77.09 - $82.48 $12,334 - $13,196
160 Added 5.54%
3,048 $239,000
Q2 2021

Aug 17, 2021
BUY
$76.82 - $82.21 $4,839 - $5,179
63 Added 2.23%
2,888 $229,000
Q1 2021

May 24, 2021
BUY
$72.34 - $76.86 $2,893 - $3,074
40 Added 1.44%
2,825 $217,000
Q4 2020

Feb 16, 2021
BUY
$61.15 - $73.67 $170,302 - $205,170
2,785 New
2,785 $203,000

Others Institutions Holding ESGD

# of Institutions
694
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 Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email