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

Peak Financial Management, Inc.

$330 Million
Q1 2025

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 8,146 shares of ESGD stock, worth $717,825. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,146

Previous 8,351 2.45%

Holding current value

$717,825

Previous $635,000 4.72%

% of portfolio

0.2%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$75.32 - $84.77 $15,440 - $17,377	-205 Reduced 2.45%	8,146 $665,000
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

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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