Kingswood Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,808 shares of ESGD stock, worth $780,388. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,808
Previous 8,915 1.2%
Holding current value
$780,388
Previous $679 Million 6.0%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Apr 21, 2025
SELL
$75.32 - $84.77 $8,059 - $9,070
-107 Reduced 1.2%
8,808 $720 Million
Q4 2024

Jan 22, 2025
BUY
$75.65 - $83.47 $30,335 - $33,471
401 Added 4.71%
8,915 $679 Million
Q3 2024

Oct 21, 2024
BUY
$75.63 - $84.89 $24,806 - $27,843
328 Added 4.01%
8,514 $717 Million
Q2 2024

Jul 09, 2024
BUY
$76.22 - $82.36 $47,408 - $51,227
622 Added 8.22%
8,186 $645 Million
Q1 2024

Apr 15, 2024
BUY
$73.39 - $80.18 $555,121 - $606,481
7,564 New
7,564 $605 Million

Others Institutions Holding ESGD

# of Institutions
674
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
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