A detailed history of Level Financial Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 9,067 shares of ESGD stock, worth $702,964. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,067
Previous 9,102 0.38%
Holding current value
$702,964
Previous $717,000 6.42%
% of portfolio
0.31%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$75.63 - $84.89 $2,647 - $2,971
-35 Reduced 0.38%
9,067 $763,000
Q2 2024

Jul 23, 2024

BUY
$76.22 - $82.36 $76 - $82
1 Added 0.01%
9,102 $717,000
Q1 2024

Apr 19, 2024

SELL
$73.39 - $80.18 $1,321 - $1,443
-18 Reduced 0.2%
9,101 $727,000
Q4 2023

Jan 22, 2024

BUY
$65.9 - $75.7 $4,283 - $4,920
65 Added 0.72%
9,119 $688,000
Q3 2023

Oct 18, 2023

BUY
$68.87 - $74.82 $21,005 - $22,820
305 Added 3.49%
9,054 $625,000
Q2 2023

Jul 14, 2023

BUY
$70.97 - $74.19 $1,277 - $1,335
18 Added 0.21%
8,749 $638,000
Q4 2022

Jan 23, 2023

SELL
$55.83 - $67.96 $12,226 - $14,883
-219 Reduced 2.45%
8,731 $0
Q3 2022

Oct 18, 2022

BUY
$55.75 - $67.2 $51,791 - $62,428
929 Added 11.58%
8,950 $502,000
Q2 2022

Aug 10, 2022

BUY
$61.64 - $74.67 $38,093 - $46,146
618 Added 8.35%
8,021 $503,000
Q4 2021

Jan 20, 2022

BUY
$76.64 - $82.32 $567,365 - $609,414
7,403 New
7,403 $588,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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