Moneta Group Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 19,411 shares of ESGU stock, worth $2.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,411

Previous 19,540 0.66%

Holding current value

$2.8 Million

Previous $2.38 Million 10.24%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$108.06 - $135.3 $13,939 - $17,453	-129 Reduced 0.66%	19,411 $2.63 Million
Q1 2025 May 15, 2025	BUY	$120.24 - $134.3 $498,635 - $556,942	4,147 Added 26.94%	19,540 $2.38 Million
Q4 2024 Feb 11, 2025	BUY	$124.61 - $133.96 $77,258 - $83,055	620 Added 4.2%	15,393 $1.98 Million
Q2 2024 Aug 13, 2024	BUY	$108.69 - $119.84 $945,929 - $1.04 Million	8,703 Added 143.38%	14,773 $1.76 Million
Q1 2024 Aug 13, 2024	BUY	$102.91 - $114.96 $624,663 - $697,807	6,070 New	6,070 $697,000
Q2 2023 Aug 15, 2023	BUY	$88.97 - $97.46 $511,577 - $560,395	5,750 New	5,750 $560,000

Others Institutions Holding ESGU

# of Institutions

880

Shares Held

94.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Moneta Group Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History