Savvy Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,071 shares of ESGU stock, worth $654,057. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,071

Previous 3,376 50.21%

Holding current value

$654,057

Previous $434,000 42.4%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$120.24 - $134.3 $203,806 - $227,638	1,695 Added 50.21%	5,071 $618,000
Q4 2024 Feb 13, 2025	SELL	$124.61 - $133.96 $426,415 - $458,411	-3,422 Reduced 50.34%	3,376 $434,000
Q3 2024 Nov 05, 2024	BUY	$113.45 - $126.18 $15,429 - $17,160	136 Added 2.04%	6,798 $858 Million
Q2 2024 Aug 14, 2024	BUY	$108.69 - $119.84 $96,081 - $105,938	884 Added 15.3%	6,662 $795 Million
Q1 2024 May 13, 2024	BUY	$102.91 - $114.96 $100,645 - $112,430	978 Added 20.38%	5,778 $664 Million
Q4 2023 Feb 08, 2024	BUY	$89.99 - $105.25 $431,952 - $505,200	4,800 New	4,800 $504 Million

Others Institutions Holding ESGU

# of Institutions

850

Shares Held

95.5M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
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Savvy Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History