A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 3,065 shares of ESGD stock, worth $236,158. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,134 2.2%
Holding current value
$236,158
Previous $246,000 4.47%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 18, 2024

SELL
$75.63 - $84.89 $5,218 - $5,857
-69 Reduced 2.2%
3,065 $257,000
Q2 2024

Jul 19, 2024

SELL
$76.22 - $82.36 $66,540 - $71,900
-873 Reduced 21.79%
3,134 $246,000
Q1 2024

Apr 15, 2024

SELL
$73.39 - $80.18 $77,353 - $84,509
-1,054 Reduced 20.83%
4,007 $320,000
Q4 2023

Jan 12, 2024

SELL
$65.9 - $75.7 $34,268 - $39,364
-520 Reduced 9.32%
5,061 $382,000
Q3 2023

Oct 10, 2023

SELL
$68.87 - $74.82 $18,388 - $19,976
-267 Reduced 4.57%
5,581 $385,000
Q2 2023

Jul 20, 2023

BUY
$70.97 - $74.19 $59,472 - $62,171
838 Added 16.73%
5,848 $426,000
Q1 2023

Apr 06, 2023

BUY
$66.27 - $72.39 $29,291 - $31,996
442 Added 9.68%
5,010 $359,000
Q4 2022

Jan 17, 2023

BUY
$55.83 - $67.96 $255,031 - $310,441
4,568 New
4,568 $0

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve 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 Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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