Olio Financial Planning Ishares Trust Ishares Esg Awar Transaction History

Olio Financial Planning

$288 Million
Q1 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 24,366 shares of ESGD stock, worth $2.06 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

24,366

Previous 23,602 3.24%

Holding current value

$2.06 Million

Previous $1.8 Million 11.74%

% of portfolio

0.7%

Previous 0.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

667

Shares Held

96.4M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Olio Financial Planning Ishares Trust Ishares Esg Awar Transaction History