Orgel Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 99,752 shares of ESGD stock, worth $8.79 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
99,752
Previous 113,790 12.34%
Holding current value
$8.79 Million
Previous $8.66 Million 5.1%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Apr 15, 2025
SELL
$75.32 - $84.77 $1.06 Million - $1.19 Million
-14,038 Reduced 12.34%
99,752 $8.22 Million
Q4 2024

Jan 15, 2025
BUY
$75.65 - $83.47 $518,959 - $572,604
6,860 Added 6.42%
113,790 $8.66 Million
Q3 2024

Oct 17, 2024
BUY
$75.63 - $84.89 $8,319 - $9,337
110 Added 0.1%
106,930 $9 Million
Q2 2024

Jul 22, 2024
BUY
$76.22 - $82.36 $2.5 Million - $2.7 Million
32,739 Added 44.19%
106,820 $8.42 Million
Q1 2024

Apr 15, 2024
BUY
$73.39 - $80.18 $130,047 - $142,078
1,772 Added 2.45%
74,081 $5.92 Million
Q4 2023

Jan 11, 2024
BUY
$65.9 - $75.7 $24,448 - $28,084
371 Added 0.52%
72,309 $5.46 Million
Q3 2023

Oct 26, 2023
BUY
$68.87 - $74.82 $10,192 - $11,073
148 Added 0.21%
71,938 $4.97 Million
Q2 2023

Jul 10, 2023
SELL
$70.97 - $74.19 $1,135 - $1,187
-16 Reduced 0.02%
71,790 $5.24 Million
Q1 2023

Apr 06, 2023
SELL
$66.27 - $72.39 $2.77 Million - $3.02 Million
-41,742 Reduced 36.76%
71,806 $5.16 Million
Q4 2022

Jan 17, 2023
BUY
$55.83 - $67.96 $5.83 Million - $7.1 Million
104,430 Added 1145.32%
113,548 $0
Q3 2022

Oct 25, 2022
BUY
$55.75 - $67.2 $508,328 - $612,729
9,118 New
9,118 $512,000

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

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