Litman Gregory Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 97,340 shares of ESGD stock, worth $8.62 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
97,340
Previous 91,207 6.72%
Holding current value
$8.62 Million
Previous $6.94 Million 14.5%
% of portfolio
0.68%
Previous 0.6%

Shares

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

May 02, 2025
BUY
$75.32 - $84.77 $461,937 - $519,894
6,133 Added 6.72%
97,340 $7.95 Million
Q4 2024

Jan 23, 2025
BUY
$75.65 - $83.47 $30,411 - $33,554
402 Added 0.44%
91,207 $6.94 Million
Q3 2024

Oct 22, 2024
BUY
$75.63 - $84.89 $98,924 - $111,036
1,308 Added 1.46%
90,805 $7.64 Million
Q2 2024

Jul 30, 2024
BUY
$76.22 - $82.36 $135,747 - $146,683
1,781 Added 2.03%
89,497 $7.05 Million
Q1 2024

May 03, 2024
BUY
$73.39 - $80.18 $98,636 - $107,761
1,344 Added 1.56%
87,716 $7.01 Million
Q4 2023

Jan 31, 2024
BUY
$65.9 - $75.7 $223,335 - $256,547
3,389 Added 4.08%
86,372 $6.52 Million
Q3 2023

Oct 23, 2023
BUY
$68.87 - $74.82 $442,558 - $480,793
6,426 Added 8.39%
82,983 $5.74 Million
Q2 2023

Aug 09, 2023
BUY
$70.97 - $74.19 $5.43 Million - $5.68 Million
76,557 New
76,557 $5.58 Million
Q4 2022

Jan 17, 2023
SELL
$55.83 - $67.96 $238,394 - $290,189
-4,270 Reduced 5.18%
78,205 $0
Q3 2022

Oct 13, 2022
BUY
$55.75 - $67.2 $798,228 - $962,169
14,318 Added 21.01%
82,475 $4.63 Million
Q2 2022

Jul 21, 2022
BUY
$61.64 - $74.67 $767,233 - $929,417
12,447 Added 22.34%
68,157 $4.28 Million
Q1 2022

May 04, 2022
BUY
$67.21 - $80.45 $449,366 - $537,888
6,686 Added 13.64%
55,710 $4.11 Million
Q4 2021

Feb 10, 2022
BUY
$76.64 - $82.32 $167,994 - $180,445
2,192 Added 4.68%
49,024 $3.9 Million
Q3 2021

Nov 03, 2021
BUY
$77.09 - $82.48 $3.34 Million - $3.58 Million
43,390 Added 1260.6%
46,832 $3.67 Million
Q2 2021

Jul 27, 2021
SELL
$76.82 - $82.21 $3.08 Million - $3.29 Million
-40,042 Reduced 92.08%
3,442 $3.44 Million
Q1 2021

May 10, 2021
BUY
$72.34 - $76.86 $1.33 Million - $1.41 Million
18,358 Added 73.06%
43,484 $3.3 Million
Q4 2020

Feb 05, 2021
SELL
$61.15 - $73.67 $23,848 - $28,731
-390 Reduced 1.53%
25,126 $1.84 Million
Q3 2020

Nov 03, 2020
BUY
$60.95 - $65.87 $31,511 - $34,054
517 Added 2.07%
25,516 $1.62 Million
Q2 2020

Jul 31, 2020
BUY
$50.54 - $64.22 $94,408 - $119,962
1,868 Added 8.08%
24,999 $1.51 Million
Q1 2020

Apr 28, 2020
SELL
$46.16 - $69.62 $128,232 - $193,404
-2,778 Reduced 10.72%
23,131 $1.23 Million
Q4 2019

Jan 30, 2020
SELL
$62.3 - $68.88 $29,156 - $32,235
-468 Reduced 1.77%
25,909 $1.78 Million
Q3 2019

Nov 06, 2019
BUY
$60.17 - $65.28 $139,173 - $150,992
2,313 Added 9.61%
26,377 $1.69 Million
Q2 2019

Jul 31, 2019
SELL
$61.87 - $65.25 $80,554 - $84,955
-1,302 Reduced 5.13%
24,064 $1.55 Million
Q1 2019

Apr 30, 2019
BUY
$56.62 - $63.97 $11,437 - $12,921
202 Added 0.8%
25,366 $1.6 Million
Q4 2018

Feb 01, 2019
BUY
$55.2 - $66.33 $154,670 - $185,856
2,802 Added 12.53%
25,164 $1.44 Million
Q3 2018

Nov 15, 2018
SELL
$63.67 - $66.99 $1.17 Million - $1.24 Million
-18,452 Reduced 45.21%
22,362 $1.48 Million
Q2 2018

Aug 09, 2018
BUY
$64.52 - $69.36 $1.33 Million - $1.43 Million
20,640 Added 102.31%
40,814 $2.7 Million
Q1 2018

May 07, 2018
BUY
$65.66 - $72.49 $1.25 Million - $1.38 Million
19,032 Added 1666.55%
20,174 $1.36 Million
Q4 2017

Jan 30, 2018
SELL
$66.07 - $68.32 $933,304 - $965,088
-14,126 Reduced 92.52%
1,142 $16.8 Million
Q3 2017

Nov 09, 2017
BUY
$65.54 - $66.25 $1 Million - $1.01 Million
15,268
15,268 $1.01 Million

Others Institutions Holding ESGD

# of Institutions
675
Shares Held
96.8M
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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email