A detailed history of Pds Planning, Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Pds Planning, Inc holds 2,975 shares of ESGU stock, worth $390,409. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,975
Previous 2,462 20.84%
Holding current value
$390,409
Previous $293,000 27.99%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$113.45 - $126.18 $58,199 - $64,730
513 Added 20.84%
2,975 $375,000
Q2 2024

Aug 07, 2024

SELL
$108.69 - $119.84 $1,086 - $1,198
-10 Reduced 0.4%
2,462 $293,000
Q1 2024

May 01, 2024

SELL
$102.91 - $114.96 $23,051 - $25,751
-224 Reduced 8.31%
2,472 $284,000
Q4 2023

Feb 01, 2024

BUY
$89.99 - $105.25 $5,129 - $5,999
57 Added 2.16%
2,696 $282,000
Q3 2023

Oct 20, 2023

BUY
$93.48 - $100.86 $934 - $1,008
10 Added 0.38%
2,639 $247,000
Q2 2023

Jul 20, 2023

SELL
$88.97 - $97.46 $711 - $779
-8 Reduced 0.3%
2,629 $256,000
Q1 2023

May 01, 2023

SELL
$84.05 - $92.64 $336 - $370
-4 Reduced 0.15%
2,637 $238,000
Q4 2022

Jan 26, 2023

BUY
$79.22 - $90.53 $209,220 - $239,089
2,641 New
2,641 $0
Q2 2022

Jul 15, 2022

BUY
$81.27 - $102.58 $325 - $410
4 Added 0.17%
2,400 $201,000
Q1 2022

Apr 18, 2022

SELL
$93.13 - $108.44 $16,577 - $19,302
-178 Reduced 6.92%
2,396 $243,000
Q4 2021

Jan 25, 2022

BUY
$98.21 - $108.46 $34,962 - $38,611
356 Added 16.05%
2,574 $278,000
Q3 2021

Oct 22, 2021

BUY
$97.63 - $104.12 $2,733 - $2,915
28 Added 1.28%
2,218 $218,000
Q2 2021

Jul 26, 2021

BUY
$91.95 - $98.47 $201,370 - $215,649
2,190 New
2,190 $216,000
Q1 2021

Apr 20, 2021

SELL
$84.89 - $91.26 $212,819 - $228,788
-2,507 Closed
0 $0
Q4 2020

Jan 21, 2021

BUY
$74.43 - $86.03 $186,596 - $215,677
2,507 New
2,507 $216,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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