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 8,018 shares of ESGU stock, worth $970,819. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,018
Previous 14,239 43.69%
Holding current value
$970,819
Previous $1.83 Million 47.06%
% of portfolio
0.34%
Previous 0.65%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$120.24 - $134.3 $748,013 - $835,480
-6,221 Reduced 43.69%
8,018 $971,000
Q4 2024

Jan 21, 2025
SELL
$124.61 - $133.96 $467,785 - $502,885
-3,754 Reduced 20.86%
14,239 $1.83 Million
Q4 2023

Jan 10, 2024
BUY
$89.99 - $105.25 $36,625 - $42,836
407 Added 2.31%
17,993 $1.89 Million
Q3 2023

Oct 19, 2023
SELL
$93.48 - $100.86 $55,527 - $59,910
-594 Reduced 3.27%
17,586 $1.65 Million
Q2 2023

Jul 13, 2023
BUY
$88.97 - $97.46 $9,786 - $10,720
110 Added 0.61%
18,180 $1.77 Million
Q1 2023

Apr 11, 2023
BUY
$84.05 - $92.64 $73,375 - $80,874
873 Added 5.08%
18,070 $1.63 Million
Q4 2022

Jan 13, 2023
SELL
$79.22 - $90.53 $144,418 - $165,036
-1,823 Reduced 9.58%
17,197 $0
Q3 2022

Oct 18, 2022
SELL
$79.41 - $95.97 $43,437 - $52,495
-547 Reduced 2.8%
19,020 $1.51 Million
Q2 2022

Jul 15, 2022
BUY
$81.27 - $102.58 $305,331 - $385,393
3,757 Added 23.76%
19,567 $1.64 Million
Q1 2022

Apr 21, 2022
BUY
$93.13 - $108.44 $1.05 Million - $1.22 Million
11,249 Added 246.63%
15,810 $1.6 Million
Q4 2021

Jan 31, 2022
BUY
$98.21 - $108.46 $447,935 - $494,686
4,561 New
4,561 $492,000

Others Institutions Holding ESGU

# of Institutions
854
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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