Omega Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Omega Financial Group, LLC

  • $260 Million
  • Q1 2025

A detailed history of Omega Financial Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Omega Financial Group, LLC holds 14,486 shares of ESGD stock, worth $1.28 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,486
Previous 12,763 13.5%
Holding current value
$1.28 Million
Previous $971,000 21.83%
% of portfolio
0.45%
Previous 0.37%

Shares

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

May 01, 2025
BUY
$75.32 - $84.77 $129,776 - $146,058
1,723 Added 13.5%
14,486 $1.18 Million
Q4 2024

Jan 14, 2025
BUY
$75.65 - $83.47 $27,309 - $30,132
361 Added 2.91%
12,763 $971,000
Q3 2024

Oct 07, 2024
SELL
$75.63 - $84.89 $756 - $848
-10 Reduced 0.08%
12,402 $1.04 Million
Q2 2024

Jul 12, 2024
SELL
$76.22 - $82.36 $2,057 - $2,223
-27 Reduced 0.22%
12,412 $977,000
Q1 2024

Apr 17, 2024
BUY
$73.39 - $80.18 $22,677 - $24,775
309 Added 2.55%
12,439 $994,000
Q4 2023

Jan 10, 2024
SELL
$65.9 - $75.7 $2,965 - $3,406
-45 Reduced 0.37%
12,130 $916,000
Q3 2023

Oct 10, 2023
SELL
$68.87 - $74.82 $72,795 - $79,084
-1,057 Reduced 7.99%
12,175 $841,000
Q2 2023

Jul 11, 2023
BUY
$70.97 - $74.19 $106,100 - $110,914
1,495 Added 12.74%
13,232 $965,000
Q1 2023

Apr 07, 2023
BUY
$66.27 - $72.39 $79,722 - $87,085
1,203 Added 11.42%
11,737 $843,000
Q4 2022

Feb 09, 2023
BUY
$55.83 - $67.96 $208,245 - $253,490
3,730 Added 54.82%
10,534 $692,000
Q3 2022

Oct 14, 2022
SELL
$55.75 - $67.2 $248,812 - $299,913
-4,463 Reduced 39.61%
6,804 $382,000
Q2 2022

Jul 13, 2022
BUY
$61.64 - $74.67 $516,235 - $625,361
8,375 Added 289.59%
11,267 $707,000
Q1 2022

Apr 25, 2022
BUY
$67.21 - $80.45 $194,371 - $232,661
2,892 New
2,892 $213,000

Others Institutions Holding ESGD

# of Institutions
674
Shares Held
96.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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  • Ticker ESGD
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