A detailed history of Modern Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,836 shares of ESGU stock, worth $1.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,836
Previous 8,505 3.89%
Holding current value
$1.17 Million
Previous $1.01 Billion 9.87%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$113.45 - $126.18 $37,551 - $41,765
331 Added 3.89%
8,836 $1.11 Billion
Q2 2024

Aug 07, 2024

BUY
$108.69 - $119.84 $924,408 - $1.02 Million
8,505 New
8,505 $1.01 Billion

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

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