A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 5,169 shares of ESGD stock, worth $402,251. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,169
Previous 6,211 16.78%
Holding current value
$402,251
Previous $469,000 11.94%
% of portfolio
0.05%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$73.39 - $80.18 $76,472 - $83,547
-1,042 Reduced 16.78%
5,169 $413,000
Q4 2023

Feb 13, 2024

SELL
$65.9 - $75.7 $313,881 - $360,559
-4,763 Reduced 43.4%
6,211 $469,000
Q3 2023

Nov 14, 2023

SELL
$68.87 - $74.82 $6,336 - $6,883
-92 Reduced 0.83%
10,974 $758,000
Q2 2023

Aug 10, 2023

BUY
$70.97 - $74.19 $413,329 - $432,082
5,824 Added 111.1%
11,066 $807,000
Q1 2023

May 11, 2023

BUY
$66.27 - $72.39 $9,940 - $10,858
150 Added 2.95%
5,242 $383,000
Q4 2022

Feb 07, 2023

BUY
$55.83 - $67.96 $725 - $883
13 Added 0.26%
5,092 $334,000
Q2 2022

Aug 12, 2022

BUY
$61.64 - $74.67 $75,262 - $91,172
1,221 Added 31.65%
5,079 $319,000
Q1 2022

May 12, 2022

BUY
$67.21 - $80.45 $43,888 - $52,533
653 Added 20.37%
3,858 $284,000
Q4 2021

Feb 11, 2022

BUY
$76.64 - $82.32 $245,631 - $263,835
3,205 New
3,205 $255,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


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

Track Strategic Wealth Partners Group LLC Portfolio

Follow Strategic Wealth Partners Group LLC 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 Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.