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

Peak Financial Management, Inc.

$308 Million
Q2 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 3,744 shares of ESGU stock, worth $470,471. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,744

Previous 3,754 0.27%

Holding current value

$470,471

Previous $431,000 3.48%

% of portfolio

0.14%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$108.69 - $119.84 $1,086 - $1,198	-10 Reduced 0.27%	3,744 $446,000
Q1 2024 Apr 22, 2024	BUY	$102.91 - $114.96 $5,762 - $6,437	56 Added 1.51%	3,754 $431,000
Q4 2023 Jan 18, 2024	SELL	$89.99 - $105.25 $27,806 - $32,522	-309 Reduced 7.71%	3,698 $387,000
Q2 2023 Jul 26, 2023	BUY	$88.97 - $97.46 $66,816 - $73,192	751 Added 23.07%	4,007 $390,000
Q1 2023 Apr 24, 2023	SELL	$84.05 - $92.64 $34,460 - $37,982	-410 Reduced 11.18%	3,256 $294,000
Q4 2022 Jan 27, 2023	BUY	$79.22 - $90.53 $2,297 - $2,625	29 Added 0.8%	3,666 $310,000
Q3 2022 Oct 28, 2022	SELL	$79.41 - $95.97 $6,988 - $8,445	-88 Reduced 2.36%	3,637 $289,000
Q2 2022 Jul 29, 2022	BUY	$81.27 - $102.58 $36,977 - $46,673	455 Added 13.91%	3,725 $313,000
Q1 2022 Apr 20, 2022	BUY	$93.13 - $108.44 $69,474 - $80,896	746 Added 29.56%	3,270 $331,000
Q4 2021 Jan 27, 2022	BUY	$98.21 - $108.46 $23,177 - $25,596	236 Added 10.31%	2,524 $272,000
Q3 2021 Oct 19, 2021	BUY	$97.63 - $104.12 $223,377 - $238,226	2,288 New	2,288 $225,000

Others Institutions Holding ESGU

# of Institutions

803

Shares Held

97.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

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