Shepherd Financial Partners LLC Ishares, Inc. Ishares Esg Awar Transaction History

Shepherd Financial Partners LLC

  • $900 Million
  • Q2 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 15,971 shares of ESGE stock, worth $707,195. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,971
Previous 16,188 1.34%
Holding current value
$707,195
Previous $565,000 10.62%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$30.87 - $39.17 $6,698 - $8,499
-217 Reduced 1.34%
15,971 $625,000
Q1 2025

Apr 18, 2025
SELL
$32.74 - $36.2 $54,970 - $60,779
-1,679 Reduced 9.4%
16,188 $565,000
Q4 2024

Jan 28, 2025
BUY
$33.39 - $37.66 $5,375 - $6,063
161 Added 0.91%
17,867 $596,000
Q3 2024

Oct 28, 2024
SELL
$32.04 - $37.11 $42,196 - $48,873
-1,317 Reduced 6.92%
17,706 $644,000
Q2 2024

Aug 07, 2024
SELL
$31.14 - $34.36 $5,916 - $6,528
-190 Reduced 0.99%
19,023 $637,000
Q1 2024

Apr 22, 2024
BUY
$29.99 - $32.59 $131,686 - $143,102
4,391 Added 29.62%
19,213 $619,000
Q4 2023

Feb 12, 2024
BUY
$29.26 - $32.06 $4,213 - $4,616
144 Added 0.98%
14,822 $475,000
Q3 2023

Nov 08, 2023
SELL
$30.17 - $33.62 $3,017 - $3,361
-100 Reduced 0.68%
14,678 $444,000
Q2 2023

Aug 11, 2023
SELL
$30.3 - $32.81 $11,665 - $12,631
-385 Reduced 2.54%
14,778 $467,000
Q1 2023

May 01, 2023
SELL
$29.58 - $33.94 $11,122 - $12,761
-376 Reduced 2.42%
15,163 $477,000
Q4 2022

Feb 14, 2023
BUY
$26.89 - $31.56 $417,843 - $490,410
15,539 New
15,539 $467,000

Others Institutions Holding ESGE

# of Institutions
603
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

ESGE Quotes by TradingView
  • Ticker ESGE
  • Sector ETFs
  • Industry ETFs
More about ESGE
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email