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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 7,484 shares of ESGU stock, worth $922,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,484
Previous 8,836 15.3%
Holding current value
$922,028
Previous $1.11 Billion 11.01%
% of portfolio
0.03%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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

# of Institutions
858
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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