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

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

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 3,336 shares of ESGU stock, worth $439,618. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,336
Previous 2,736 21.93%
Holding current value
$439,618
Previous $345,000 24.35%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
835
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
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More about ESGU
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