Morling Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 4,385 shares of ESGD stock, worth $369,743. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,385
Previous 4,070 7.74%
Holding current value
$369,743
Previous $342,000 2.63%
% of portfolio
0.12%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$75.65 - $83.47 $23,829 - $26,293
315 Added 7.74%
4,385 $333,000
Q3 2024

Oct 18, 2024
BUY
$75.63 - $84.89 $4,386 - $4,923
58 Added 1.45%
4,070 $342,000
Q2 2024

Aug 07, 2024
BUY
$76.22 - $82.36 $5,030 - $5,435
66 Added 1.67%
4,012 $316,000
Q1 2024

May 13, 2024
BUY
$73.39 - $80.18 $7,779 - $8,499
106 Added 2.76%
3,946 $315,000
Q4 2023

Feb 02, 2024
SELL
$65.9 - $75.7 $2,108 - $2,422
-32 Reduced 0.83%
3,840 $290,000
Q3 2023

Nov 08, 2023
BUY
$68.87 - $74.82 $25,275 - $27,458
367 Added 10.47%
3,872 $267,000
Q2 2023

Jul 28, 2023
BUY
$70.97 - $74.19 $41,233 - $43,104
581 Added 19.87%
3,505 $255,000
Q1 2023

May 02, 2023
SELL
$66.27 - $72.39 $3,909 - $4,271
-59 Reduced 1.98%
2,924 $210,000
Q4 2022

Feb 03, 2023
SELL
$55.83 - $67.96 $10,384 - $12,640
-186 Reduced 5.87%
2,983 $196,000
Q3 2022

Nov 01, 2022
BUY
$55.75 - $67.2 $13,435 - $16,195
241 Added 8.23%
3,169 $178,000
Q2 2022

Aug 01, 2022
SELL
$61.64 - $74.67 $98,808 - $119,696
-1,603 Reduced 35.38%
2,928 $184,000
Q1 2022

May 06, 2022
BUY
$67.21 - $80.45 $58,271 - $69,750
867 Added 23.66%
4,531 $334,000
Q4 2021

Feb 04, 2022
BUY
$76.64 - $82.32 $280,808 - $301,620
3,664 New
3,664 $291,000

Others Institutions Holding ESGD

# of Institutions
661
Shares Held
95.8M
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
Track This Portfolio

Track Morling Financial Advisors, LLC Portfolio

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

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email