Perennial Investment Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

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 10,256 shares of ESGD stock, worth $798,121. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,256
Previous 8,436 21.57%
Holding current value
$798,121
Previous $664,000 29.97%
% of portfolio
0.11%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.63 - $84.89 $137,646 - $154,499
1,820 Added 21.57%
10,256 $863,000
Q2 2024

Aug 09, 2024
BUY
$76.22 - $82.36 $300,459 - $324,663
3,942 Added 87.72%
8,436 $664,000
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
$55.83 - $67.96 $222,035 - $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

# of Institutions
635
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
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