New England Private Wealth Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 4,828 shares of ESGD stock, worth $374,314. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,828
Previous 5,202 7.19%
Holding current value
$374,314
Previous $409,000 0.73%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$75.63 - $84.89 $28,285 - $31,748
-374 Reduced 7.19%
4,828 $406,000
Q2 2024

Aug 07, 2024
BUY
$76.22 - $82.36 $7,317 - $7,906
96 Added 1.88%
5,202 $409,000
Q4 2023

Feb 02, 2024
BUY
$65.9 - $75.7 $4,019 - $4,617
61 Added 1.21%
5,106 $385,000
Q2 2023

Aug 11, 2023
BUY
$70.97 - $74.19 $6,529 - $6,825
92 Added 1.86%
5,045 $367,000
Q1 2023

May 04, 2023
SELL
$66.27 - $72.39 $3,114 - $3,402
-47 Reduced 0.94%
4,953 $355,000
Q4 2022

Feb 08, 2023
BUY
$55.83 - $67.96 $3,908 - $4,757
70 Added 1.42%
5,000 $328,000
Q3 2022

Nov 09, 2022
SELL
$55.75 - $67.2 $1.98 Million - $2.38 Million
-35,429 Reduced 87.78%
4,930 $277,000
Q2 2022

Aug 11, 2022
SELL
$61.64 - $74.67 $123 - $149
-2 Reduced -0.0%
40,359 $2.98 Million
Q1 2022

May 06, 2022
BUY
$67.21 - $80.45 $3,898 - $4,666
58 Added 0.14%
40,361 $2.98 Million
Q4 2021

Feb 08, 2022
BUY
$76.64 - $82.32 $39,929 - $42,888
521 Added 1.31%
40,303 $3.2 Million
Q3 2021

Nov 02, 2021
BUY
$77.09 - $82.48 $1.37 Million - $1.47 Million
17,822 Added 81.16%
39,782 $3.12 Million
Q2 2021

Aug 12, 2021
BUY
$76.82 - $82.21 $1.69 Million - $1.81 Million
21,960 New
21,960 $1.74 Million

Others Institutions Holding ESGD

# of Institutions
634
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
Track This Portfolio

Track New England Private Wealth Advisors LLC Portfolio

Follow New England Private Wealth 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 New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email