Marshall & Sterling Wealth Advisors Inc. Ishares Trust Ishares Esg Awar Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,444 shares of ESGD stock, worth $216,538. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,444
Previous 3,121 21.69%
Holding current value
$216,538
Previous $238 Million 16.02%
% of portfolio
0.14%
Previous 0.16%

Shares

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

May 15, 2025
SELL
$75.32 - $84.77 $50,991 - $57,389
-677 Reduced 21.69%
2,444 $200 Million
Q4 2024

Feb 14, 2025
BUY
$75.65 - $83.47 $236,103 - $260,509
3,121 New
3,121 $238 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
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