A detailed history of Spire Wealth Management transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Spire Wealth Management holds 585 shares of ESGD stock, worth $45,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
585
Previous 1,252 53.27%
Holding current value
$45,355
Previous $98,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$75.63 - $84.89 $50,445 - $56,621
-667 Reduced 53.27%
585 $49,000
Q2 2024

Jul 31, 2024

SELL
$76.22 - $82.36 $119,894 - $129,552
-1,573 Reduced 55.68%
1,252 $98,000
Q1 2024

Apr 24, 2024

BUY
$73.39 - $80.18 $880 - $962
12 Added 0.43%
2,825 $225,000
Q4 2023

Feb 06, 2024

SELL
$65.9 - $75.7 $63,725 - $73,201
-967 Reduced 25.58%
2,813 $212,000
Q3 2023

Nov 08, 2023

SELL
$68.87 - $74.82 $74,861 - $81,329
-1,087 Reduced 22.33%
3,780 $261,000
Q2 2023

Aug 09, 2023

BUY
$70.97 - $74.19 $85,022 - $88,879
1,198 Added 32.65%
4,867 $354,000
Q1 2023

May 09, 2023

BUY
$66.27 - $72.39 $166,801 - $182,205
2,517 Added 218.49%
3,669 $263,000
Q4 2022

Feb 03, 2023

SELL
$55.83 - $67.96 $23,727 - $28,882
-425 Reduced 26.95%
1,152 $76,000
Q3 2022

Nov 07, 2022

SELL
$55.75 - $67.2 $104,810 - $126,336
-1,880 Reduced 54.38%
1,577 $89,000
Q2 2022

Jul 22, 2022

SELL
$61.64 - $74.67 $205,569 - $249,024
-3,335 Reduced 49.1%
3,457 $217,000
Q1 2022

Apr 18, 2022

SELL
$67.21 - $80.45 $46,240 - $55,349
-688 Reduced 9.2%
6,792 $501,000
Q4 2021

Jan 14, 2022

SELL
$76.64 - $82.32 $90,052 - $96,725
-1,175 Reduced 13.58%
7,480 $594,000
Q3 2021

Oct 22, 2021

BUY
$77.09 - $82.48 $237,976 - $254,615
3,087 Added 55.44%
8,655 $696,000
Q2 2021

Jul 26, 2021

BUY
$76.82 - $82.21 $94,027 - $100,625
1,224 Added 28.18%
5,568 $440,000
Q1 2021

May 21, 2021

BUY
$72.34 - $76.86 $314,244 - $333,879
4,344 New
4,344 $330,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.