A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 1,813 shares of ESGU stock, worth $233,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,813
Previous 5,200 65.13%
Holding current value
$233,695
Previous $620 Million 63.13%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 09, 2024

SELL
$113.45 - $126.18 $384,255 - $427,371
-3,387 Reduced 65.13%
1,813 $229 Million
Q2 2024

Jul 24, 2024

SELL
$108.69 - $119.84 $244,443 - $269,520
-2,249 Reduced 30.19%
5,200 $620 Million
Q1 2024

May 14, 2024

SELL
$102.91 - $114.96 $603,567 - $674,240
-5,865 Reduced 44.05%
7,449 $856 Million
Q4 2023

Feb 07, 2024

BUY
$89.99 - $105.25 $1.2 Million - $1.4 Million
13,314 New
13,314 $1.4 Billion

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.