Lowe Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Lowe Wealth Advisors, LLC

$213 Million
Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,075 shares of ESGU stock, worth $130,687. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,075

Previous 1,275 15.69%

Holding current value

$130,687

Previous $133,000 7.52%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$102.91 - $114.96 $20,582 - $22,992	-200 Reduced 15.69%	1,075 $123,000
Q4 2023 Jan 04, 2024	SELL	$89.99 - $105.25 $44,995 - $52,625	-500 Reduced 28.17%	1,275 $133,000
Q2 2023 Jul 06, 2023	SELL	$88.97 - $97.46 $4,448 - $4,873	-50 Reduced 2.74%	1,775 $172,000
Q3 2022 Oct 06, 2022	SELL	$82.11 - $95.97 $24,633 - $28,791	-300 Reduced 14.12%	1,825 $145,000
Q3 2021 Oct 05, 2021	BUY	$97.63 - $104.12 $48,815 - $52,060	500 Added 30.77%	2,125 $209,000

Q2 2021 Jul 01, 2021	BUY	$91.95 - $98.47 $25,286 - $27,079	275 Added 20.37%	1,625 $160,000
Q4 2020 Jan 07, 2021	BUY	$74.43 - $86.03 $78,151 - $90,331	1,050 Added 350.0%	1,350 $116,000
Q3 2020 Oct 16, 2020	BUY	$70.41 - $81.56 $7,041 - $8,156	100 Added 50.0%	300 $23,000
Q2 2020 Jul 08, 2020	BUY	$55.08 - $72.67 $11,016 - $14,534	200 New	200 $14,000

Others Institutions Holding ESGU

# of Institutions

787

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Lowe Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History