Marcum Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,546 shares of ESGD stock, worth $292,261. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,546
Previous 3,567 0.59%
Holding current value
$292,261
Previous $271,000 7.75%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 02, 2025
SELL
$75.32 - $84.77 $1,581 - $1,780
-21 Reduced 0.59%
3,546 $292,000
Q4 2024

Jan 13, 2025
BUY
$75.65 - $83.47 $4,236 - $4,674
56 Added 1.59%
3,567 $271,000
Q3 2024

Oct 08, 2024
BUY
$75.63 - $84.89 $1,890 - $2,122
25 Added 0.72%
3,511 $295,000
Q3 2023

Oct 10, 2023
BUY
$68.87 - $74.82 $1,446 - $1,571
21 Added 0.61%
3,486 $240,000
Q1 2023

Apr 19, 2023
SELL
$66.27 - $72.39 $132 - $144
-2 Reduced 0.06%
3,465 $248,000
Q4 2022

Jan 12, 2023
BUY
$55.83 - $67.96 $193,562 - $235,617
3,467 New
3,467 $0

Others Institutions Holding ESGD

# of Institutions
666
Shares Held
97.1M
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
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