Planning Alternatives LTD Ishares Trust Ishares Esg Awar Transaction History

Planning Alternatives LTD

$648 Million
Q1 2025

A detailed history of Planning Alternatives LTD transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Planning Alternatives LTD holds 16,276 shares of ESGD stock, worth $1.44 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

16,276

Previous 17,491 6.95%

Holding current value

$1.44 Million

Previous $1.33 Million 0.15%

% of portfolio

0.21%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$75.32 - $84.77 $91,513 - $102,995	-1,215 Reduced 6.95%	16,276 $1.33 Million
Q4 2024 Feb 06, 2025	BUY	$75.65 - $83.47 $120,207 - $132,633	1,589 Added 9.99%	17,491 $1.33 Million
Q3 2024 Nov 12, 2024	BUY	$75.63 - $84.89 $57,100 - $64,091	755 Added 4.98%	15,902 $1.34 Million
Q2 2024 Jul 25, 2024	BUY	$76.22 - $82.36 $48,018 - $51,886	630 Added 4.34%	15,147 $1.19 Million
Q1 2024 Apr 17, 2024	BUY	$73.39 - $80.18 $4,770 - $5,211	65 Added 0.45%	14,517 $1.16 Million
Q4 2023 Jan 23, 2024	SELL	$65.9 - $75.7 $30,182 - $34,670	-458 Reduced 3.07%	14,452 $1.09 Million
Q3 2023 Oct 17, 2023	BUY	$68.87 - $74.82 $47,520 - $51,625	690 Added 4.85%	14,910 $1.03 Million
Q4 2022 Jan 19, 2023	SELL	$55.83 - $67.96 $113,055 - $137,619	-2,025 Reduced 12.47%	14,220 $0
Q3 2022 Oct 12, 2022	BUY	$55.75 - $67.2 $295,252 - $355,891	5,296 Added 48.37%	16,245 $912,000
Q2 2022 Jul 20, 2022	BUY	$61.64 - $74.67 $199,035 - $241,109	3,229 Added 41.83%	10,949 $687,000
Q1 2022 Apr 28, 2022	BUY	$67.21 - $80.45 $54,843 - $65,647	816 Added 11.82%	7,720 $569,000
Q4 2021 Jan 25, 2022	BUY	$76.64 - $82.32 $148,988 - $160,030	1,944 Added 39.19%	6,904 $549,000
Q2 2021 Jul 15, 2021	BUY	$76.82 - $82.21 $381,027 - $407,761	4,960 New	4,960 $392,000

Others Institutions Holding ESGD

# of Institutions

675

Shares Held

96.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Planning Alternatives LTD Ishares Trust Ishares Esg Awar Transaction History