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

Long Run Wealth Advisors, LLC

  • $392 Million
  • Q2 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 42,602 shares of ESGU stock, worth $5.35 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
42,602
Previous 52,135 18.29%
Holding current value
$5.35 Million
Previous $5.99 Million 15.18%
% of portfolio
1.3%
Previous 1.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$108.69 - $119.84 $1.04 Million - $1.14 Million
-9,533 Reduced 18.29%
42,602 $5.08 Million
Q1 2024

Apr 24, 2024
SELL
$102.91 - $114.96 $188,634 - $210,721
-1,833 Reduced 3.4%
52,135 $5.99 Million
Q4 2023

Jan 10, 2024
SELL
$89.99 - $105.25 $245,942 - $287,648
-2,733 Reduced 4.82%
53,968 $5.66 Million
Q3 2023

Oct 10, 2023
SELL
$93.48 - $100.86 $339,612 - $366,424
-3,633 Reduced 6.02%
56,701 $5.32 Million
Q2 2023

Jul 17, 2023
SELL
$88.97 - $97.46 $162,904 - $178,449
-1,831 Reduced 2.95%
60,334 $5.88 Million
Q1 2023

Apr 21, 2023
SELL
$84.05 - $92.64 $60,263 - $66,422
-717 Reduced 1.14%
62,165 $5.62 Million
Q4 2022

Jan 26, 2023
BUY
$79.22 - $90.53 $612,608 - $700,068
7,733 Added 14.02%
62,882 $0
Q3 2022

Nov 09, 2022
BUY
$79.41 - $95.97 $90,130 - $108,925
1,135 Added 2.1%
55,149 $4.38 Million
Q2 2022

Jul 19, 2022
BUY
$81.27 - $102.58 $268,434 - $338,821
3,303 Added 6.51%
54,014 $4.53 Million
Q1 2022

Apr 27, 2022
BUY
$93.13 - $108.44 $168,472 - $196,167
1,809 Added 3.7%
50,711 $5.14 Million
Q4 2021

Jan 21, 2022
BUY
$98.21 - $108.46 $4.8 Million - $5.3 Million
48,902 New
48,902 $5.28 Million

Others Institutions Holding ESGU

# of Institutions
803
Shares Held
97.5M
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
Track This Portfolio

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, 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 Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email