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 $494,919. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,744
Previous 3,744 -0.0%
Holding current value
$494,919
Previous $446,000 5.83%
% of portfolio
0.14%
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

About ISHARES TRUST ISHARES ESG AWAR


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