Phillips Financial Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Phillips Financial Management, LLC holds 843 shares of ESGD stock, worth $79,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
843
Previous 843 -0.0%
Holding current value
$79,149
Previous $75,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$75.65 - $83.47 $5,446 - $6,009
72 Added 9.34%
843 $64,000
Q3 2024

Nov 07, 2024
BUY
$75.63 - $84.89 $58,310 - $65,450
771 New
771 $64,000

Others Institutions Holding ESGD

# of Institutions
727
Shares Held
96.1M
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
More about ESGD
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