Sage View Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 56,894 shares of ESGD stock, worth $4.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

56,894

Previous 56,454 0.78%

Holding current value

$4.8 Million

Previous $4.75 Billion 8.84%

% of portfolio

0.19%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$75.65 - $83.47 $33,286 - $36,726	440 Added 0.78%	56,894 $4.33 Billion
Q3 2024 Nov 14, 2024	SELL	$75.63 - $84.89 $234,528 - $263,243	-3,101 Reduced 5.21%	56,454 $4.75 Billion
Q2 2024 Aug 14, 2024	BUY	$76.22 - $82.36 $4.09 Million - $4.41 Million	53,606 Added 901.09%	59,555 $4.69 Billion
Q1 2024 May 08, 2024	SELL	$73.39 - $80.18 $4.91 Million - $5.36 Million	-66,838 Reduced 91.83%	5,949 $324 Million
Q4 2023 Feb 09, 2024	BUY	$65.9 - $75.7 $409,898 - $470,854	6,220 Added 9.34%	72,787 $5.51 Billion
Q3 2023 Nov 02, 2023	SELL	$68.87 - $74.82 $90,081 - $97,864	-1,308 Reduced 1.93%	66,567 $4.6 Billion
Q2 2023 Aug 11, 2023	SELL	$70.97 - $74.19 $187,360 - $195,861	-2,640 Reduced 3.74%	67,875 $4.95 Billion
Q1 2023 May 01, 2023	SELL	$66.27 - $72.39 $207,888 - $227,087	-3,137 Reduced 4.26%	70,515 $5.07 Billion
Q4 2022 Feb 14, 2023	BUY	$55.83 - $67.96 $4.11 Million - $5.01 Million	73,652 New	73,652 $4.84 Billion

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Sage View Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History