Kingsview Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,082 shares of ESGE stock, worth $207,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,082

Previous 7,387 17.67%

Holding current value

$207,335

Previous $268,000 24.25%

% of portfolio

0.0%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$33.39 - $37.66 $43,573 - $49,146	-1,305 Reduced 17.67%	6,082 $203,000
Q3 2024 Nov 12, 2024	SELL	$32.04 - $37.11 $9,483 - $10,984	-296 Reduced 3.85%	7,387 $268,000
Q2 2024 Aug 14, 2024	BUY	$31.14 - $34.36 $39,828 - $43,946	1,279 Added 19.97%	7,683 $257,000
Q1 2024 May 09, 2024	SELL	$29.99 - $32.59 $28,730 - $31,221	-958 Reduced 13.01%	6,404 $206,000
Q4 2023 Feb 08, 2024	SELL	$29.26 - $32.06 $14,922 - $16,350	-510 Reduced 6.48%	7,362 $236,000
Q3 2023 Nov 07, 2023	SELL	$30.17 - $33.62 $16,110 - $17,953	-534 Reduced 6.35%	7,872 $238,000
Q2 2023 Aug 10, 2023	SELL	$30.3 - $32.81 $8,787 - $9,514	-290 Reduced 3.33%	8,406 $265,000
Q1 2023 May 15, 2023	SELL	$29.58 - $33.94 $74,038 - $84,951	-2,503 Reduced 22.35%	8,696 $273,000
Q4 2022 Feb 13, 2023	SELL	$26.89 - $31.56 $51,709 - $60,689	-1,923 Reduced 14.65%	11,199 $336,000
Q3 2022 Nov 14, 2022	BUY	$27.67 - $32.89 $85,389 - $101,498	3,086 Added 30.75%	13,122 $363,000
Q2 2022 Aug 16, 2022	BUY	$31.92 - $38.05 $101,026 - $120,428	3,165 Added 46.06%	10,036 $324,000
Q1 2022 Feb 08, 2024	BUY	$33.66 - $41.37 $5,149 - $6,329	153 Added 2.08%	7,515 $276,000
Q4 2021 Feb 17, 2022	BUY	$38.5 - $43.37 $23,754 - $26,759	617 Added 9.87%	6,871 $273,000
Q3 2021 Dec 03, 2021	BUY	$40.74 - $44.79 $13,770 - $15,139	338 Added 5.71%	6,254 $259,000
Q2 2021 Aug 17, 2021	BUY	$42.32 - $45.78 $3,766 - $4,074	89 Added 1.53%	5,916 $265,000
Q4 2020 Feb 16, 2021	SELL	$35.59 - $41.99 $52,602 - $62,061	-1,478 Reduced 20.23%	5,827 $245,000
Q3 2020 Nov 19, 2020	SELL	$32.5 - $36.82 $13,552 - $15,353	-417 Reduced 5.4%	7,305 $260,000
Q2 2020 Aug 14, 2020	BUY	$26.29 - $32.85 $203,011 - $253,667	7,722 New	7,722 $248,000

Others Institutions Holding ESGE

# of Institutions

549

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

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.

Account

Kingsview Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History