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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

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 11,853 shares of ESGU stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,853

Previous 11,853 -0.0%

Holding current value

$1.64 Million

Previous $1.45 Billion 99.9%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$120.24 - $134.3 $525,328 - $586,756	4,369 Added 58.38%	11,853 $1.45 Billion
Q4 2024 May 30, 2025	SELL	$124.61 - $133.96 $607,847 - $653,456	-4,878 Reduced 41.15%	6,975 $898,000
Q4 2024 May 29, 2025	SELL	$124.61 - $133.96 $607,847 - $653,456	-4,878 Reduced 41.15%	6,975 $898,000
Q4 2024 Feb 11, 2025	SELL	$124.61 - $133.96 $168,472 - $181,113	-1,352 Reduced 15.3%	7,484 $992 Million
Q3 2024 May 30, 2025	SELL	$113.45 - $126.18 $362,813 - $403,523	-3,198 Reduced 26.98%	8,655 $1.09 Million
Q3 2024 May 29, 2025	SELL	$113.45 - $126.18 $362,813 - $403,523	-3,198 Reduced 26.98%	8,655 $1.09 Million
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 May 29, 2025	SELL	$108.69 - $119.84 $419,217 - $462,222	-3,857 Reduced 32.54%	7,996 $954,000
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

# of Institutions

863

Shares Held

95.4M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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