Long Run Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 27,133 shares of ESGD stock, worth $2.21 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

27,133

Previous 25,391 6.86%

Holding current value

$2.21 Million

Previous $2.14 Million 3.37%

% of portfolio

0.5%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$75.65 - $83.47 $131,782 - $145,404	1,742 Added 6.86%	27,133 $2.07 Million
Q3 2024 Oct 30, 2024	BUY	$75.63 - $84.89 $61,789 - $69,355	817 Added 3.32%	25,391 $2.14 Million
Q2 2024 Jul 19, 2024	SELL	$76.22 - $82.36 $251,983 - $272,282	-3,306 Reduced 11.86%	24,574 $1.94 Million
Q1 2024 Apr 24, 2024	SELL	$73.39 - $80.18 $34,860 - $38,085	-475 Reduced 1.68%	27,880 $2.23 Million
Q4 2023 Jan 10, 2024	SELL	$65.9 - $75.7 $54,828 - $62,982	-832 Reduced 2.85%	28,355 $2.14 Million
Q3 2023 Oct 10, 2023	SELL	$68.87 - $74.82 $118,387 - $128,615	-1,719 Reduced 5.56%	29,187 $2.02 Million
Q2 2023 Jul 17, 2023	SELL	$70.97 - $74.19 $55,356 - $57,868	-780 Reduced 2.46%	30,906 $2.25 Million
Q1 2023 Apr 21, 2023	SELL	$66.27 - $72.39 $8,747 - $9,555	-132 Reduced 0.41%	31,686 $2.28 Million
Q4 2022 Jan 26, 2023	BUY	$55.83 - $67.96 $117,131 - $142,580	2,098 Added 7.06%	31,818 $0
Q3 2022 Nov 09, 2022	BUY	$55.75 - $67.2 $130,343 - $157,113	2,338 Added 8.54%	29,720 $1.67 Million
Q2 2022 Jul 19, 2022	BUY	$61.64 - $74.67 $174,256 - $211,092	2,827 Added 11.51%	27,382 $1.72 Million
Q1 2022 Apr 27, 2022	BUY	$67.21 - $80.45 $67,008 - $80,208	997 Added 4.23%	24,555 $1.81 Million
Q4 2021 Jan 21, 2022	BUY	$76.64 - $82.32 $1.81 Million - $1.94 Million	23,558 New	23,558 $1.87 Million

Others Institutions Holding ESGD

# of Institutions

659

Shares Held

96.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Long Run Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History