A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 4,494 shares of ESGD stock, worth $358,396. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,494
Previous 4,457 0.83%
Holding current value
$358,396
Previous $336,000 6.85%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$73.39 - $80.18 $2,715 - $2,966
37 Added 0.83%
4,494 $359,000
Q4 2023

Feb 14, 2024

BUY
$65.9 - $75.7 $988 - $1,135
15 Added 0.34%
4,457 $336,000
Q3 2023

Nov 14, 2023

SELL
$68.87 - $74.82 $59,710 - $64,868
-867 Reduced 16.33%
4,442 $307,000
Q2 2023

Aug 14, 2023

BUY
$70.97 - $74.19 $101,912 - $106,536
1,436 Added 37.08%
5,309 $387,000
Q1 2023

May 11, 2023

SELL
$66.27 - $72.39 $6,892 - $7,528
-104 Reduced 2.62%
3,873 $278,000
Q4 2022

Feb 09, 2023

BUY
$60.44 - $67.96 $240,369 - $270,276
3,977 New
3,977 $261,000
Q2 2022

Aug 10, 2022

BUY
$61.64 - $74.67 $2,650 - $3,210
43 Added 1.3%
3,340 $210,000
Q4 2021

Feb 14, 2022

SELL
$76.64 - $82.32 $20,999 - $22,555
-274 Reduced 7.67%
3,297 $262,000
Q3 2021

Nov 12, 2021

BUY
$77.09 - $82.48 $9,019 - $9,650
117 Added 3.39%
3,571 $281,000
Q2 2021

Jul 29, 2021

BUY
$76.82 - $82.21 $4,609 - $4,932
60 Added 1.77%
3,454 $273,000
Q1 2021

Apr 29, 2021

BUY
$72.34 - $76.86 $245,521 - $260,862
3,394 New
3,394 $258,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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