Presilium Private Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Presilium Private Wealth, LLC

$434 Billion
Q3 2024

A detailed history of Presilium Private Wealth, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 9,228 shares of ESGD stock, worth $765,647. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,228

Previous 9,209 0.21%

Holding current value

$765,647

Previous $725 Million 7.06%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$75.63 - $84.89 $1,436 - $1,612	19 Added 0.21%	9,228 $777 Million
Q2 2024 Jul 15, 2024	BUY	$76.22 - $82.36 $27,972 - $30,226	367 Added 4.15%	9,209 $725 Million
Q1 2024 May 01, 2024	SELL	$73.39 - $80.18 $20,989 - $22,931	-286 Reduced 3.13%	8,842 $707 Million
Q4 2023 Jan 10, 2024	BUY	$65.9 - $75.7 $988 - $1,135	15 Added 0.16%	9,128 $690 Million
Q3 2023 Oct 10, 2023	BUY	$68.87 - $74.82 $363,564 - $394,974	5,279 Added 137.69%	9,113 $630 Million
Q2 2023 Jul 21, 2023	BUY	$70.97 - $74.19 $2,696 - $2,819	38 Added 1.0%	3,834 $280 Million
Q1 2023 Apr 20, 2023	SELL	$66.27 - $72.39 $6,627 - $7,239	-100 Reduced 2.57%	3,796 $273 Million
Q4 2022 Feb 07, 2023	BUY	$55.83 - $67.96 $217,513 - $264,772	3,896 New	3,896 $256 Million

Others Institutions Holding ESGD

# of Institutions

626

Shares Held

93M

Call Options Held

600

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Presilium Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Presilium Private Wealth, LLC with notifications on news.

Account

Presilium Private Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History