Shira Ridge Wealth Management Ishares Trust Ishares Esg Awar Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Shira Ridge Wealth Management holds 109,457 shares of ESGD stock, worth $8.71 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

109,457

Previous 106,027 3.24%

Holding current value

$8.71 Million

Previous $8.35 Billion 10.3%

% of portfolio

4.7%

Previous 4.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$75.63 - $84.89 $259,410 - $291,172	3,430 Added 3.24%	109,457 $9.21 Billion
Q2 2024 Jul 11, 2024	BUY	$76.22 - $82.36 $109,375 - $118,186	1,435 Added 1.37%	106,027 $8.35 Billion
Q1 2024 Apr 18, 2024	SELL	$73.39 - $80.18 $15,999 - $17,479	-218 Reduced 0.21%	104,592 $8.36 Billion
Q4 2023 Jan 10, 2024	BUY	$65.9 - $75.7 $287,587 - $330,354	4,364 Added 4.34%	104,810 $7.92 Billion
Q3 2023 Oct 10, 2023	BUY	$68.87 - $74.82 $107,643 - $116,943	1,563 Added 1.58%	100,446 $6.94 Billion
Q2 2023 Jul 12, 2023	BUY	$70.97 - $74.19 $17,884 - $18,695	252 Added 0.26%	98,883 $7.21 Billion
Q1 2023 May 08, 2023	BUY	$66.27 - $72.39 $75,083 - $82,017	1,133 Added 1.16%	98,631 $7.09 Billion
Q4 2022 Jan 12, 2023	BUY	$55.83 - $67.96 $5.44 Million - $6.63 Million	97,498 New	97,498 $6.41 Billion

Others Institutions Holding ESGD

# of Institutions

619

Shares Held

92.9M

Call Options Held

600

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Trust Ishares Esg Awar Transaction History