Shared Vision Wealth Group LLC Ishares Trust Ishares Esg Awar Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,736 shares of ESGU stock, worth $1.43 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

9,736

Previous 11,367 14.35%

Holding current value

$1.43 Million

Previous $1.39 Billion 2.88%

% of portfolio

0.67%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$108.06 - $135.3 $176,245 - $220,674	-1,631 Reduced 14.35%	9,736 $1.35 Billion
Q1 2025 May 02, 2025	SELL	$120.24 - $134.3 $111,222 - $124,227	-925 Reduced 7.53%	11,367 $1.39 Billion
Q4 2024 Feb 06, 2025	SELL	$124.61 - $133.96 $149,158 - $160,350	-1,197 Reduced 8.87%	12,292 $1.58 Billion
Q3 2024 Nov 12, 2024	BUY	$113.45 - $126.18 $30,518 - $33,942	269 Added 2.03%	13,489 $1.7 Billion
Q2 2024 Jul 23, 2024	SELL	$108.69 - $119.84 $207,923 - $229,253	-1,913 Reduced 12.64%	13,220 $1.58 Billion
Q1 2024 May 06, 2024	SELL	$102.91 - $114.96 $877,822 - $980,608	-8,530 Reduced 36.05%	15,133 $1.74 Billion
Q4 2023 Feb 07, 2024	BUY	$89.99 - $105.25 $2.13 Million - $2.49 Million	23,663 New	23,663 $2.48 Billion

Others Institutions Holding ESGU

# of Institutions

878

Shares Held

94.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares Trust Ishares Esg Awar Transaction History