New England Guild Wealth Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

New England Guild Wealth Advisors, Inc.

$190 Million
Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 6,072 shares of ESGD stock, worth $557,652. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,072

Previous 8,348 27.26%

Holding current value

$557,652

Previous $469,000 14.93%

% of portfolio

0.21%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	SELL	$55.83 - $67.96 $127,069 - $154,676	-2,276 Reduced 27.26%	6,072 $399,000
Q3 2022 Oct 06, 2022	SELL	$55.75 - $67.2 $26,815 - $32,323	-481 Reduced 5.45%	8,348 $469,000
Q2 2022 Jul 08, 2022	BUY	$61.64 - $74.67 $8,136 - $9,856	132 Added 1.52%	8,829 $554,000
Q1 2022 Apr 18, 2022	SELL	$67.21 - $80.45 $122,456 - $146,579	-1,822 Reduced 17.32%	8,697 $641,000
Q4 2021 Jan 12, 2022	BUY	$76.64 - $82.32 $81,468 - $87,506	1,063 Added 11.24%	10,519 $836,000
Q2 2021 Jul 12, 2021	SELL	$76.82 - $82.21 $307,817 - $329,415	-4,007 Reduced 29.76%	9,456 $747,000
Q1 2021 Apr 08, 2021	BUY	$72.34 - $76.86 $148,079 - $157,332	2,047 Added 17.93%	13,463 $1.02 Million
Q4 2020 Jan 15, 2021	BUY	$61.15 - $73.67 $698,088 - $841,016	11,416 New	11,416 $834,000

Others Institutions Holding ESGD

# of Institutions

724

Shares Held

96.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Guild Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Guild Wealth Advisors, Inc. with notifications on news.

Account

New England Guild Wealth Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History