Peak Financial Management, Inc. Ishares Trust Ishares Esg Awar Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Peak Financial Management, Inc. holds 8,351 shares of ESGD stock, worth $681,525. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,351
Previous 9,137 8.6%
Holding current value
$681,525
Previous $769,000 17.43%
% of portfolio
0.19%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$75.65 - $83.47 $59,460 - $65,607
-786 Reduced 8.6%
8,351 $635,000
Q3 2024

Oct 15, 2024
SELL
$75.63 - $84.89 $59,747 - $67,063
-790 Reduced 7.96%
9,137 $769,000
Q2 2024

Jul 22, 2024
BUY
$76.22 - $82.36 $1,524 - $1,647
20 Added 0.2%
9,927 $782,000
Q1 2024

Apr 22, 2024
BUY
$73.39 - $80.18 $60,473 - $66,068
824 Added 9.07%
9,907 $791,000
Q4 2023

Jan 18, 2024
BUY
$65.9 - $75.7 $28,007 - $32,172
425 Added 4.91%
9,083 $686,000
Q3 2023

Oct 24, 2023
BUY
$68.87 - $74.82 $22,589 - $24,540
328 Added 3.94%
8,658 $598,000
Q2 2023

Jul 26, 2023
BUY
$70.97 - $74.19 $96,093 - $100,453
1,354 Added 19.41%
8,330 $607,000
Q1 2023

Apr 24, 2023
SELL
$66.27 - $72.39 $11,597 - $12,668
-175 Reduced 2.45%
6,976 $501,000
Q4 2022

Jan 27, 2023
BUY
$55.83 - $67.96 $16,693 - $20,320
299 Added 4.36%
7,151 $470,000
Q3 2022

Oct 28, 2022
BUY
$55.75 - $67.2 $33,784 - $40,723
606 Added 9.7%
6,852 $385,000
Q2 2022

Jul 29, 2022
BUY
$61.64 - $74.67 $96,158 - $116,485
1,560 Added 33.29%
6,246 $392,000
Q1 2022

Apr 20, 2022
BUY
$67.21 - $80.45 $47,181 - $56,475
702 Added 17.62%
4,686 $345,000
Q4 2021

Jan 27, 2022
BUY
$76.64 - $82.32 $2,299 - $2,469
30 Added 0.76%
3,984 $317,000
Q2 2021

Aug 04, 2021
SELL
$76.82 - $82.21 $6,606 - $7,070
-86 Reduced 2.13%
3,954 $312,000
Q1 2021

Apr 29, 2021
BUY
$72.34 - $76.86 $7,957 - $8,454
110 Added 2.8%
4,040 $307,000
Q4 2020

Jan 26, 2021
BUY
$61.15 - $73.67 $240,319 - $289,523
3,930 New
3,930 $287,000

Others Institutions Holding ESGD

# of Institutions
659
Shares Held
96.8M
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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