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

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 4,296 shares of ESGD stock, worth $405,026. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,296
Holding current value
$405,026
% of portfolio
0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$75.65 - $83.47 $324,992 - $358,587
4,296 New
4,296 $327,000
Q2 2023

Aug 14, 2023
BUY
$70.97 - $74.19 $10.4 Million - $10.9 Million
146,741 New
146,741 $10.7 Million
Q2 2022

Jul 29, 2022
SELL
$61.64 - $74.67 $763,719 - $925,161
-12,390 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
$67.21 - $80.45 $2.21 Million - $2.65 Million
-32,956 Reduced 72.68%
12,390 $914,000
Q4 2021

Feb 01, 2022
SELL
$76.64 - $82.32 $831,850 - $893,501
-10,854 Reduced 19.31%
45,346 $3.6 Million
Q2 2021

Jul 28, 2021
SELL
$76.82 - $82.21 $9,986 - $10,687
-130 Reduced 0.23%
56,200 $4.44 Million
Q1 2021

May 10, 2021
BUY
$72.34 - $76.86 $9,404 - $9,991
130 Added 0.23%
56,330 $4.28 Million
Q4 2020

Feb 10, 2021
BUY
$61.15 - $73.67 $2.83 Million - $3.4 Million
46,200 Added 462.0%
56,200 $4.11 Million
Q3 2020

Oct 26, 2020
BUY
$60.95 - $65.87 $609,500 - $658,700
10,000 New
10,000 $635,000
Q1 2020

Apr 22, 2020
SELL
$46.16 - $69.62 $1.92 Million - $2.9 Million
-41,700 Closed
0 $0
Q3 2019

Oct 18, 2019
BUY
$60.17 - $65.28 $523,479 - $567,936
8,700 Added 26.36%
41,700 $2.67 Million
Q2 2019

Jul 31, 2019
BUY
$61.87 - $65.25 $2.04 Million - $2.15 Million
33,000 New
33,000 $21.4 Million

Others Institutions Holding ESGD

# of Institutions
724
Shares Held
96.2M
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
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, 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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email