Root Financial Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,272 shares of ESGD stock, worth $497,044. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,272
Previous 3,635 45.03%
Holding current value
$497,044
Previous $297 Million 58.39%
% of portfolio
0.05%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$73.02 - $90.22 $119,533 - $147,690
1,637 Added 45.03%
5,272 $470 Million
Q1 2025

Apr 24, 2025
SELL
$75.32 - $84.77 $9,189 - $10,341
-122 Reduced 3.25%
3,635 $297 Million
Q2 2024

Aug 02, 2024
SELL
$76.22 - $82.36 $11,814 - $12,765
-155 Reduced 3.96%
3,757 $296 Million
Q4 2023

Jan 29, 2024
BUY
$65.9 - $75.7 $32,554 - $37,395
494 Added 14.45%
3,912 $296 Million
Q2 2023

Jul 26, 2023
SELL
$70.97 - $74.19 $11,568 - $12,092
-163 Reduced 4.55%
3,418 $249 Million
Q1 2023

May 11, 2023
BUY
$66.27 - $72.39 $237,312 - $259,228
3,581 New
3,581 $257 Million

Others Institutions Holding ESGD

# of Institutions
724
Shares Held
96.2M
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
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email