Olio Financial Planning Ishares Trust Ishares Esg Awar Transaction History

Olio Financial Planning

  • $340 Million
  • Q3 2025

A detailed history of Olio Financial Planning transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Olio Financial Planning holds 21,619 shares of ESGD stock, worth $2.05 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
21,619
Previous 23,729 8.89%
Holding current value
$2.05 Million
Previous $2.12 Million 5.05%
% of portfolio
0.59%
Previous 0.67%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$87.05 - $93.19 $183,675 - $196,630
-2,110 Reduced 8.89%
21,619 $2.01 Million
Q2 2025

Jul 09, 2025
SELL
$73.02 - $90.22 $46,513 - $57,470
-637 Reduced 2.61%
23,729 $2.12 Million
Q1 2025

Apr 11, 2025
BUY
$75.32 - $84.77 $57,544 - $64,764
764 Added 3.24%
24,366 $2.01 Million
Q4 2024

Jan 21, 2025
BUY
$75.65 - $83.47 $277,635 - $306,334
3,670 Added 18.41%
23,602 $1.8 Million
Q4 2023

Jan 10, 2024
SELL
$65.9 - $75.7 $7,051 - $8,099
-107 Reduced 0.53%
19,932 $1.51 Million
Q3 2023

Oct 19, 2023
BUY
$68.87 - $74.82 $13,223 - $14,365
192 Added 0.97%
20,039 $1.39 Million
Q2 2023

Jul 13, 2023
BUY
$70.97 - $74.19 $8,658 - $9,051
122 Added 0.62%
19,847 $1.45 Million
Q1 2023

Apr 11, 2023
SELL
$66.27 - $72.39 $63,221 - $69,060
-954 Reduced 4.61%
19,725 $1.42 Million
Q4 2022

Jan 13, 2023
SELL
$55.83 - $67.96 $53,987 - $65,717
-967 Reduced 4.47%
20,679 $0
Q3 2022

Oct 18, 2022
BUY
$55.75 - $67.2 $1,059 - $1,276
19 Added 0.09%
21,646 $1.22 Million
Q2 2022

Jul 15, 2022
BUY
$61.64 - $74.67 $179,434 - $217,364
2,911 Added 15.55%
21,627 $1.36 Million
Q1 2022

Apr 21, 2022
BUY
$67.21 - $80.45 $443,854 - $531,291
6,604 Added 54.52%
18,716 $1.38 Million
Q4 2021

Jan 31, 2022
BUY
$76.64 - $82.32 $928,263 - $997,059
12,112 New
12,112 $962,000

Others Institutions Holding ESGD

# of Institutions
741
Shares Held
96.2M
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 Olio Financial Planning Portfolio

Follow Olio Financial Planning 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 Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email