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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 6,682 shares of ESGU stock, worth $965,415. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,682
Previous 11,853 43.63%
Holding current value
$965,415
Previous $1.44 Million 37.4%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Aug 14, 2025
SELL
$108.06 - $135.3 $558,778 - $699,636
-5,171 Reduced 43.63%
6,682 $904,000
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
880
Shares Held
94.9M
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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