Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Sound View Wealth Advisors Group, LLC

$1.34 Billion
Q2 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,666 shares of ESGU stock, worth $385,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,666

Previous 3,336 20.08%

Holding current value

$385,183

Previous $406,000 11.33%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$108.06 - $135.3 $72,400 - $90,651	-670 Reduced 20.08%	2,666 $360,000
Q4 2024 Feb 07, 2025	BUY	$124.61 - $133.96 $74,766 - $80,376	600 Added 21.93%	3,336 $429,000
Q3 2024 Nov 12, 2024	SELL	$113.45 - $126.18 $420,672 - $467,875	-3,708 Reduced 57.54%	2,736 $345,000
Q2 2024 Aug 05, 2024	SELL	$108.69 - $119.84 $86,191 - $95,033	-793 Reduced 10.96%	6,444 $768,000
Q1 2024 May 09, 2024	SELL	$102.91 - $114.96 $2,881 - $3,218	-28 Reduced 0.39%	7,237 $831,000
Q4 2023 Feb 08, 2024	BUY	$89.99 - $105.25 $4,049 - $4,736	45 Added 0.62%	7,265 $762,000
Q2 2023 Aug 08, 2023	SELL	$88.97 - $97.46 $355 - $389	-4 Reduced 0.06%	7,220 $703,000
Q1 2023 May 12, 2023	BUY	$84.05 - $92.64 $101,196 - $111,538	1,204 Added 20.0%	7,224 $653,000
Q4 2022 Feb 08, 2023	SELL	$79.22 - $90.53 $107,897 - $123,301	-1,362 Reduced 18.45%	6,020 $510,000
Q1 2022 May 11, 2022	BUY	$93.13 - $108.44 $163,815 - $190,745	1,759 Added 31.28%	7,382 $748,000
Q4 2021 Jan 20, 2022	BUY	$98.21 - $108.46 $131,797 - $145,553	1,342 Added 31.35%	5,623 $607,000
Q3 2021 Oct 21, 2021	BUY	$97.63 - $104.12 $68,926 - $73,508	706 Added 19.75%	4,281 $422,000
Q2 2021 Jul 21, 2021	BUY	$91.95 - $98.47 $328,721 - $352,030	3,575 New	3,575 $352,000

Others Institutions Holding ESGU

# of Institutions

880

Shares Held

94.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Esg Awar Transaction History