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

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

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 2,665 shares of ESGD stock, worth $205,338. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,665
Previous 2,787 4.38%
Holding current value
$205,338
Previous $219,000 2.28%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
635
Shares Held
93.2M
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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