Shepherd Financial Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Shepherd Financial Partners LLC

$826 Million
Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 11,977 shares of ESGD stock, worth $928,576. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,977

Previous 12,895 7.12%

Holding current value

$928,576

Previous $1.02 Million 0.69%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$75.63 - $84.89 $69,428 - $77,929	-918 Reduced 7.12%	11,977 $1.01 Million
Q2 2024 Aug 07, 2024	SELL	$76.22 - $82.36 $35,442 - $38,297	-465 Reduced 3.48%	12,895 $1.02 Million
Q1 2024 Apr 22, 2024	BUY	$73.39 - $80.18 $6,164 - $6,735	84 Added 0.63%	13,360 $1.07 Million
Q4 2023 Feb 12, 2024	BUY	$65.9 - $75.7 $3,426 - $3,936	52 Added 0.39%	13,276 $1 Million
Q3 2023 Nov 08, 2023	SELL	$68.87 - $74.82 $9,021 - $9,801	-131 Reduced 0.98%	13,224 $914,000
Q2 2023 Aug 11, 2023	SELL	$70.97 - $74.19 $24,839 - $25,966	-350 Reduced 2.55%	13,355 $973,000
Q1 2023 May 01, 2023	SELL	$66.27 - $72.39 $13,717 - $14,984	-207 Reduced 1.49%	13,705 $984,000
Q4 2022 Feb 14, 2023	BUY	$55.83 - $67.96 $776,706 - $945,459	13,912 New	13,912 $914,000

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Shepherd Financial Partners LLC Ishares Trust Ishares Esg Awar Transaction History