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

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

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 2,306 shares of ESGU stock, worth $333,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,306

Previous 9,034 74.47%

Holding current value

$333,170

Previous $1.1 Billion 70.88%

% of portfolio

0.01%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$108.06 - $135.3 $727,027 - $910,298	-6,728 Reduced 74.47%	2,306 $321 Million
Q1 2025 May 19, 2025	BUY	$120.24 - $134.3 $30,901 - $34,515	257 Added 2.93%	9,034 $1.1 Billion
Q4 2024 Feb 13, 2025	BUY	$124.61 - $133.96 $747 - $803	6 Added 0.07%	8,777 $1.13 Billion
Q3 2024 Nov 14, 2024	SELL	$113.45 - $126.18 $16,563 - $18,422	-146 Reduced 1.64%	8,771 $1.11 Billion
Q2 2024 Aug 14, 2024	BUY	$108.69 - $119.84 $969,188 - $1.07 Million	8,917 New	8,917 $1.06 Billion
Q4 2023 Feb 09, 2024	BUY	$89.99 - $105.25 $345,201 - $403,739	3,836 Added 80.95%	8,575 $927 Million
Q3 2023 Nov 02, 2023	BUY	$93.48 - $100.86 $45,244 - $48,816	484 Added 11.37%	4,739 $445 Million
Q2 2023 Aug 11, 2023	SELL	$88.97 - $97.46 $8,096 - $8,868	-91 Reduced 2.09%	4,255 $415 Million
Q1 2023 May 01, 2023	SELL	$84.05 - $92.64 $127,756 - $140,812	-1,520 Reduced 25.91%	4,346 $393 Million
Q4 2022 Feb 14, 2023	BUY	$79.22 - $90.53 $464,704 - $531,048	5,866 New	5,866 $497 Million

Others Institutions Holding ESGU

# of Institutions

880

Shares Held

94.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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