Spectrum Planning & Advisory Services Inc. Ishares Trust Ishares Esg Awar Transaction History

Spectrum Planning & Advisory Services Inc.

  • $133 Million
  • Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 2,369 shares of ESGU stock, worth $346,963. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,369
Previous 2,122 11.64%
Holding current value
$346,963
Previous $258,000 24.03%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Jul 15, 2025
BUY
$108.06 - $135.3 $26,690 - $33,419
247 Added 11.64%
2,369 $320,000
Q1 2025

Apr 22, 2025
SELL
$120.24 - $134.3 $36,072 - $40,290
-300 Reduced 12.39%
2,122 $258,000
Q4 2024

Jan 22, 2025
BUY
$124.61 - $133.96 $56,697 - $60,951
455 Added 23.13%
2,422 $312,000
Q3 2024

Nov 08, 2024
SELL
$113.45 - $126.18 $416,248 - $462,954
-3,669 Reduced 65.1%
1,967 $248,000
Q2 2024

Jul 18, 2024
SELL
$108.69 - $119.84 $4.32 Million - $4.77 Million
-39,783 Reduced 87.59%
5,636 $672,000
Q4 2023

Jan 18, 2024
BUY
$89.99 - $105.25 $33,116 - $38,732
368 Added 0.82%
45,419 $4.77 Million
Q3 2023

Oct 24, 2023
SELL
$93.48 - $100.86 $1.4 Million - $1.51 Million
-14,929 Reduced 24.89%
45,051 $4.23 Million
Q2 2023

Jul 24, 2023
SELL
$88.97 - $97.46 $495,207 - $542,462
-5,566 Reduced 8.49%
59,980 $5.85 Million
Q1 2023

Apr 18, 2023
SELL
$84.05 - $92.64 $3.4 Million - $3.74 Million
-40,400 Reduced 38.13%
65,546 $5.93 Million
Q4 2022

Jan 19, 2023
SELL
$79.22 - $90.53 $2.34 Million - $2.68 Million
-29,586 Reduced 21.83%
105,946 $0
Q3 2022

Oct 17, 2022
BUY
$79.41 - $95.97 $593,907 - $717,759
7,479 Added 5.84%
135,532 $10.8 Million
Q2 2022

Jul 15, 2022
SELL
$81.27 - $102.58 $416,346 - $525,517
-5,123 Reduced 3.85%
128,053 $10.7 Million
Q1 2022

Apr 18, 2022
BUY
$93.13 - $108.44 $1.63 Million - $1.89 Million
17,474 Added 15.1%
133,176 $13.5 Million
Q4 2021

Jan 19, 2022
BUY
$98.21 - $108.46 $393,625 - $434,707
4,008 Added 3.59%
115,702 $12.5 Million
Q3 2021

Oct 13, 2021
BUY
$97.63 - $104.12 $181,982 - $194,079
1,864 Added 1.7%
111,694 $11 Million
Q2 2021

Jul 19, 2021
BUY
$91.95 - $98.47 $731,462 - $783,328
7,955 Added 7.81%
109,830 $10.8 Million
Q1 2021

Apr 27, 2021
SELL
$84.89 - $91.26 $625,299 - $672,221
-7,366 Reduced 6.74%
101,875 $9.26 Million
Q4 2020

Feb 02, 2021
BUY
$74.43 - $86.03 $8.13 Million - $9.4 Million
109,241 New
109,241 $9.4 Million

Others Institutions Holding ESGU

# of Institutions
878
Shares Held
94.9M
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
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Spectrum Planning & Advisory Services Inc. Portfolio

Follow Spectrum Planning & Advisory Services Inc. 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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email