Life Plan Investment Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 3,565 shares of ESGU stock, worth $467,906. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,565

Previous 2,931 21.63%

Holding current value

$467,906

Previous $370 Million 24.18%

% of portfolio

0.28%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$124.61 - $133.96 $79,002 - $84,930	634 Added 21.63%	3,565 $459 Million
Q3 2024 Jan 21, 2025	BUY	$113.45 - $126.18 $32,673 - $36,339	288 Added 10.9%	2,931 $370 Million
Q2 2024 Jan 21, 2025	SELL	$108.69 - $119.84 $51,736 - $57,043	-476 Reduced 15.26%	2,643 $315 Million
Q1 2024 Jan 21, 2025	SELL	$102.91 - $114.96 $578,045 - $645,730	-5,617 Reduced 64.3%	3,119 $359 Million
Q4 2023 Jan 21, 2025	BUY	$89.99 - $105.25 $128,235 - $149,981	1,425 Added 19.49%	8,736 $917 Million
Q3 2023 Jan 21, 2025	SELL	$93.48 - $100.86 $1,495 - $1,613	-16 Reduced 0.22%	7,311 $687 Million
Q2 2023 Jan 21, 2025	BUY	$88.97 - $97.46 $651,883 - $714,089	7,327 New	7,327 $714 Million

Others Institutions Holding ESGU

# of Institutions

854

Shares Held

96.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Life Plan Investment Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History