Mbe Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

A detailed history of Mbe Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,474 shares of ESGU stock, worth $326,295. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,474

Previous 2,474 -0.0%

Holding current value

$326,295

Previous $295,000 5.76%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 17, 2023	SELL	$79.22 - $90.53 $45,551 - $52,054	-575 Reduced 18.86%	2,474 $0
Q2 2022 Jul 19, 2022	SELL	$81.27 - $102.58 $18,448 - $23,285	-227 Reduced 6.93%	3,049 $256,000
Q3 2021 Oct 25, 2021	SELL	$97.63 - $104.12 $91,186 - $97,248	-934 Reduced 22.19%	3,276 $323,000
Q2 2021 Jul 19, 2021	SELL	$91.95 - $98.47 $1.07 Million - $1.14 Million	-11,603 Reduced 73.38%	4,210 $415,000
Q1 2021 Apr 26, 2021	BUY	$84.89 - $91.26 $76,146 - $81,860	897 Added 6.01%	15,813 $1.44 Million
Q4 2020 Jan 19, 2021	SELL	$74.43 - $86.03 $15,779 - $18,238	-212 Reduced 1.4%	14,916 $1.28 Million
Q2 2020 Aug 14, 2020	BUY	$55.08 - $72.67 $52,436 - $69,181	952 Added 6.72%	15,128 $1.06 Million
Q1 2020 May 07, 2020	BUY	$49.98 - $75.58 $708,516 - $1.07 Million	14,176 New	14,176 $815,000

Others Institutions Holding ESGU

# of Institutions

809

Shares Held

94.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Mbe Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History