Laurel Wealth Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Laurel Wealth Planning LLC

  • $145 Million
  • Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 95,582 shares of ESGD stock, worth $8.09 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares
95,582
Previous 95,464 0.12%
Holding current value
$8.09 Million
Previous $7.27 Million 7.42%
% of portfolio
5.38%
Previous 4.69%

Shares

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

Apr 24, 2025
BUY
$75.32 - $84.77 $8,887 - $10,002
118 Added 0.12%
95,582 $7.81 Million
Q4 2024

Feb 03, 2025
BUY
$75.65 - $83.47 $321,588 - $354,830
4,251 Added 4.66%
95,464 $7.27 Million
Q3 2024

Oct 28, 2024
SELL
$75.63 - $84.89 $681,350 - $764,774
-9,009 Reduced 8.99%
91,213 $7.68 Million
Q2 2024

Jul 25, 2024
SELL
$76.22 - $82.36 $823,785 - $890,146
-10,808 Reduced 9.73%
100,222 $7.9 Million
Q1 2024

Apr 22, 2024
SELL
$73.39 - $80.18 $720,543 - $787,207
-9,818 Reduced 8.12%
111,030 $8.87 Million
Q4 2023

Feb 09, 2024
SELL
$65.9 - $75.7 $150,383 - $172,747
-2,282 Reduced 1.85%
120,848 $9.13 Million
Q3 2023

Oct 27, 2023
BUY
$68.87 - $74.82 $134,985 - $146,647
1,960 Added 1.62%
123,130 $8.51 Million
Q2 2023

Jul 19, 2023
SELL
$70.97 - $74.19 $787,767 - $823,509
-11,100 Reduced 8.39%
121,170 $8.84 Million
Q1 2023

Apr 18, 2023
BUY
$66.27 - $72.39 $782,383 - $854,636
11,806 Added 9.8%
132,270 $9.5 Million
Q4 2022

Feb 01, 2023
BUY
$55.83 - $67.96 $714,735 - $870,023
12,802 Added 11.89%
120,464 $7.92 Million
Q3 2022

Nov 02, 2022
BUY
$55.75 - $67.2 $241,676 - $291,312
4,335 Added 4.2%
107,662 $6.04 Million
Q2 2022

Aug 09, 2022
BUY
$61.64 - $74.67 $269,613 - $326,606
4,374 Added 4.42%
103,327 $6.49 Million
Q1 2022

Apr 28, 2022
BUY
$67.21 - $80.45 $2.92 Million - $3.5 Million
43,477 Added 78.37%
98,953 $7.3 Million
Q4 2021

Feb 01, 2022
SELL
$76.64 - $82.32 $510,882 - $548,745
-6,666 Reduced 10.73%
55,476 $4.41 Million
Q3 2021

Nov 12, 2021
BUY
$77.09 - $82.48 $717,091 - $767,228
9,302 Added 17.6%
62,142 $4.87 Million
Q2 2021

Aug 09, 2021
BUY
$76.82 - $82.21 $474,593 - $507,893
6,178 Added 13.24%
52,840 $4.18 Million
Q1 2021

May 06, 2021
SELL
$72.34 - $76.86 $268,526 - $285,304
-3,712 Reduced 7.37%
46,662 $3.54 Million
Q4 2020

Feb 08, 2021
BUY
$61.15 - $73.67 $3.08 Million - $3.71 Million
50,374 New
50,374 $3.68 Million

Others Institutions Holding ESGD

# of Institutions
669
Shares Held
96.9M
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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