Montis Financial, LLC Ishares Trust Ishares Esg Awar Transaction History

Montis Financial, LLC

  • $357 Million
  • Q2 2025

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 26,612 shares of ESGD stock, worth $2.39 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
26,612
Previous 23,273 14.35%
Holding current value
$2.39 Million
Previous $1.9 Million 24.88%
% of portfolio
0.66%
Previous 0.56%

Shares

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

Jul 17, 2025
BUY
$73.02 - $90.22 $243,813 - $301,244
3,339 Added 14.35%
26,612 $2.37 Million
Q1 2025

May 02, 2025
BUY
$75.32 - $84.77 $637,282 - $717,238
8,461 Added 57.12%
23,273 $1.9 Million
Q4 2024

Feb 10, 2025
BUY
$75.65 - $83.47 $369,474 - $407,667
4,884 Added 49.19%
14,812 $1.13 Million
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

# of Institutions
719
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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