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 3,744 shares of ESGU stock, worth $478,520. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,744
Previous 3,744 -0.0%
Holding current value
$478,520
Previous $472,000 2.12%
% of portfolio
0.15%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
857
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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