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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Modera Wealth Management, LLC holds 155,251 shares of ESGD stock, worth $14.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
155,251
Previous 156,357 0.71%
Holding current value
$14.7 Million
Previous $12.8 Million 8.45%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$73.02 - $90.22 $80,760 - $99,783
-1,106 Reduced 0.71%
155,251 $13.9 Million
Q1 2025

May 08, 2025
SELL
$75.32 - $84.77 $340,672 - $383,414
-4,523 Reduced 2.81%
156,357 $12.8 Million
Q4 2024

Feb 05, 2025
SELL
$75.65 - $83.47 $58,250 - $64,271
-770 Reduced 0.48%
160,880 $12.2 Million
Q3 2024

Oct 24, 2024
SELL
$75.63 - $84.89 $94,764 - $106,367
-1,253 Reduced 0.77%
161,650 $13.6 Million
Q2 2024

Jul 29, 2024
SELL
$76.22 - $82.36 $595,735 - $643,725
-7,816 Reduced 4.58%
162,903 $12.8 Million
Q1 2024

May 14, 2024
SELL
$73.39 - $80.18 $322,549 - $352,391
-4,395 Reduced 2.51%
170,719 $13.6 Million
Q4 2023

Feb 14, 2024
SELL
$65.9 - $75.7 $194,932 - $223,920
-2,958 Reduced 1.66%
175,114 $13.2 Million
Q3 2023

Nov 30, 2023
BUY
$68.87 - $74.82 $12.3 Million - $13.3 Million
178,072 New
178,072 $12.3 Million
Q2 2023

Aug 07, 2023
BUY
$70.97 - $74.19 $12.7 Million - $13.2 Million
178,516 New
178,516 $13 Million
Q2 2022

Jul 27, 2022
BUY
$61.64 - $74.67 $287,982 - $348,858
4,672 New
4,672 $293,000

Others Institutions Holding ESGD

# of Institutions
725
Shares Held
96.1M
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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