A detailed history of Opes Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Opes Wealth Management LLC holds 19,636 shares of ESGU stock, worth $2.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
19,636
Previous 19,256 1.97%
Holding current value
$2.6 Million
Previous $2.3 Million 7.84%
% of portfolio
0.48%
Previous 0.48%

Shares

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

Oct 29, 2024

BUY
$113.45 - $126.18 $43,111 - $47,948
380 Added 1.97%
19,636 $2.48 Million
Q2 2024

Aug 05, 2024

BUY
$108.69 - $119.84 $98,364 - $108,455
905 Added 4.93%
19,256 $2.3 Million
Q1 2024

May 02, 2024

BUY
$102.91 - $114.96 $293,293 - $327,636
2,850 Added 18.39%
18,351 $2.11 Million
Q4 2023

Jan 31, 2024

BUY
$89.99 - $105.25 $404,235 - $472,783
4,492 Added 40.8%
15,501 $1.63 Million
Q3 2023

Nov 02, 2023

BUY
$93.48 - $100.86 $387,848 - $418,468
4,149 Added 60.48%
11,009 $1.03 Million
Q2 2023

Aug 02, 2023

BUY
$88.97 - $97.46 $36,922 - $40,445
415 Added 6.44%
6,860 $668,000
Q1 2023

May 01, 2023

BUY
$84.05 - $92.64 $102,120 - $112,557
1,215 Added 23.23%
6,445 $582,000
Q3 2022

Oct 31, 2022

BUY
$79.41 - $95.97 $100,453 - $121,402
1,265 Added 31.9%
5,230 $415,000
Q2 2022

Aug 10, 2022

BUY
$81.27 - $102.58 $67,454 - $85,141
830 Added 26.48%
3,965 $333,000
Q1 2022

May 05, 2022

BUY
$93.13 - $108.44 $20,954 - $24,399
225 Added 7.73%
3,135 $318,000
Q4 2021

Jan 31, 2022

BUY
$98.21 - $108.46 $70,711 - $78,091
720 Added 32.88%
2,910 $314,000
Q3 2021

Oct 29, 2021

BUY
$97.63 - $104.12 $213,809 - $228,022
2,190 New
2,190 $216,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management 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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.