Level Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Level Financial Advisors, Inc.

$327 Million
Q3 2025

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 7,843 shares of ESGD stock, worth $736,379. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,843

Previous 9,067 13.5%

Holding current value

$736,379

Previous $808,000 9.78%

% of portfolio

0.22%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$87.05 - $93.19 $106,549 - $114,064	-1,224 Reduced 13.5%	7,843 $729,000
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

# of Institutions

727

Shares Held

96M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Level Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History