Morris Financial Concepts, Inc. Ishares Trust Ishares Esg Awar Transaction History

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,475 shares of ESGD stock, worth $306,390. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,475
Previous 2,914 19.25%
Holding current value
$306,390
Previous $238,000 30.25%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Jul 28, 2025
BUY
$73.02 - $90.22 $40,964 - $50,613
561 Added 19.25%
3,475 $310,000
Q1 2025

Apr 29, 2025
BUY
$75.32 - $84.77 $12,352 - $13,902
164 Added 5.96%
2,914 $238,000
Q4 2024

Jan 29, 2025
BUY
$75.65 - $83.47 $6,430 - $7,094
85 Added 3.19%
2,750 $209,000
Q3 2024

Oct 30, 2024
SELL
$75.63 - $84.89 $9,226 - $10,356
-122 Reduced 4.38%
2,665 $224,000
Q2 2024

Jul 29, 2024
BUY
$76.22 - $82.36 $21,189 - $22,896
278 Added 11.08%
2,787 $219,000
Q1 2024

Apr 18, 2024
BUY
$73.39 - $80.18 $5,284 - $5,772
72 Added 2.95%
2,509 $200,000
Q4 2023

Jan 29, 2024
BUY
$65.9 - $75.7 $160,598 - $184,480
2,437 New
2,437 $184,000

Others Institutions Holding ESGD

# of Institutions
703
Shares Held
96.8M
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
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More about ESGD
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