Levy Wealth Management Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 8,916 shares of ESGU stock, worth $1.06 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,916
Previous 8,916 -0.0%
Holding current value
$1.06 Million
Previous $935,000 9.52%
% of portfolio
0.27%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$89.99 - $105.25 $5,939 - $6,946
66 Added 0.75%
8,916 $935,000
Q2 2023

Jul 21, 2023
BUY
$88.97 - $97.46 $81,229 - $88,980
913 Added 11.5%
8,850 $862,000
Q1 2023

May 04, 2023
SELL
$84.05 - $92.64 $35,973 - $39,649
-428 Reduced 5.12%
7,937 $717,000
Q4 2022

Feb 08, 2023
BUY
$82.9 - $90.53 $78,755 - $86,003
950 Added 12.81%
8,365 $708,000
Q3 2022

Oct 28, 2022
BUY
$82.11 - $95.97 $55,424 - $64,779
675 Added 10.01%
7,415 $589,000
Q2 2022

Jul 27, 2022
BUY
$81.27 - $102.58 $161,402 - $203,723
1,986 Added 41.78%
6,740 $565,000
Q1 2022

May 05, 2022
BUY
$93.13 - $108.44 $11,641 - $13,555
125 Added 2.7%
4,754 $482,000
Q4 2021

Feb 10, 2022
BUY
$98.21 - $108.46 $1,374 - $1,518
14 Added 0.3%
4,629 $499,000
Q3 2021

Oct 26, 2021
BUY
$97.63 - $104.12 $37,880 - $40,398
388 Added 9.18%
4,615 $454,000
Q2 2021

Aug 10, 2021
BUY
$91.95 - $98.47 $87,168 - $93,349
948 Added 28.91%
4,227 $416,000
Q1 2021

May 10, 2021
BUY
$84.89 - $91.26 $764 - $821
9 Added 0.28%
3,279 $298,000
Q4 2020

Feb 10, 2021
BUY
$74.43 - $86.03 $243,386 - $281,318
3,270 New
3,270 $281,000

Others Institutions Holding ESGU

# of Institutions
784
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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