Robertson Stephens Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 53,636 shares of ESGD stock, worth $4.16 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
53,636
Previous 59,232 9.45%
Holding current value
$4.16 Million
Previous $4.67 Million 3.26%
% of portfolio
0.17%
Previous 0.24%

Shares

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

Nov 12, 2024
SELL
$75.63 - $84.89 $423,225 - $475,044
-5,596 Reduced 9.45%
53,636 $4.51 Million
Q2 2024

Aug 13, 2024
BUY
$76.22 - $82.36 $235,672 - $254,657
3,092 Added 5.51%
59,232 $4.67 Million
Q1 2024

May 15, 2024
SELL
$73.39 - $80.18 $125,276 - $136,867
-1,707 Reduced 2.95%
56,140 $4.49 Million
Q4 2023

Feb 06, 2024
SELL
$65.9 - $75.7 $106,626 - $122,482
-1,618 Reduced 2.72%
57,847 $4.37 Million
Q3 2023

Nov 13, 2023
BUY
$68.87 - $74.82 $630,780 - $685,276
9,159 Added 18.21%
59,465 $4.11 Million
Q2 2023

Aug 11, 2023
BUY
$70.97 - $74.19 $2.26 Million - $2.36 Million
31,784 Added 171.6%
50,306 $3.67 Million
Q1 2023

May 11, 2023
SELL
$66.27 - $72.39 $26,110 - $28,521
-394 Reduced 2.08%
18,522 $1.33 Million
Q4 2022

Feb 14, 2023
BUY
$55.83 - $67.96 $655,890 - $798,394
11,748 Added 163.9%
18,916 $1.24 Million
Q3 2022

Nov 14, 2022
SELL
$55.75 - $67.2 $249,537 - $300,787
-4,476 Reduced 38.44%
7,168 $402,000
Q2 2022

Aug 12, 2022
BUY
$61.64 - $74.67 $80,440 - $97,444
1,305 Added 12.62%
11,644 $730,000
Q1 2022

May 16, 2022
BUY
$67.21 - $80.45 $694,884 - $831,772
10,339 New
10,339 $762,000

Others Institutions Holding ESGD

# of Institutions
634
Shares Held
93.2M
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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