A detailed history of Montis Financial, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Montis Financial, LLC holds 9,928 shares of ESGD stock, worth $773,192. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,928
Previous 7,828 26.83%
Holding current value
$773,192
Previous $616,000 35.55%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 10, 2024

BUY
$75.63 - $84.89 $158,823 - $178,269
2,100 Added 26.83%
9,928 $835,000
Q2 2024

Aug 07, 2024

BUY
$76.22 - $82.36 $596,650 - $644,714
7,828 New
7,828 $616,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.