A detailed history of Summit Wealth Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Summit Wealth Group, LLC holds 44,757 shares of ESGU stock, worth $5.83 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
44,757
Previous 44,047 1.61%
Holding current value
$5.83 Million
Previous $5.26 Million 7.44%
% of portfolio
1.63%
Previous 1.58%

Shares

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

Nov 08, 2024

BUY
$113.45 - $126.18 $80,549 - $89,587
710 Added 1.61%
44,757 $5.65 Million
Q2 2024

Jul 31, 2024

SELL
$108.69 - $119.84 $187,164 - $206,364
-1,722 Reduced 3.76%
44,047 $5.26 Million
Q1 2024

May 01, 2024

SELL
$102.91 - $114.96 $201,600 - $225,206
-1,959 Reduced 4.1%
45,769 $5.26 Million
Q4 2023

Jan 30, 2024

SELL
$89.99 - $105.25 $1,169 - $1,368
-13 Reduced 0.03%
47,728 $5.01 Million
Q3 2023

Oct 31, 2023

SELL
$93.48 - $100.86 $28,044 - $30,258
-300 Reduced 0.62%
47,741 $4.48 Million
Q2 2023

Jul 26, 2023

SELL
$88.97 - $97.46 $436 Million - $478 Million
-4,901,564 Reduced 99.03%
48,041 $4.68 Million
Q1 2023

May 10, 2023

BUY
$84.05 - $92.64 $411 Million - $454 Million
4,895,608 Added 9066.44%
4,949,605 $55,000
Q4 2022

Feb 08, 2023

BUY
$79.22 - $90.53 $67,812 - $77,493
856 Added 1.61%
53,997 $4.58 Million
Q3 2022

Nov 09, 2022

BUY
$79.41 - $95.97 $551,899 - $666,991
6,950 Added 15.05%
53,141 $4.22 Million
Q2 2022

Aug 10, 2022

BUY
$81.27 - $102.58 $136,614 - $172,436
1,681 Added 3.78%
46,191 $3.88 Million
Q1 2022

May 04, 2022

BUY
$93.13 - $108.44 $500,014 - $582,214
5,369 Added 13.72%
44,510 $4.51 Million
Q4 2021

Feb 14, 2022

BUY
$98.21 - $108.46 $1.35 Million - $1.5 Million
13,784 Added 54.36%
39,141 $4.22 Million
Q3 2021

Nov 12, 2021

BUY
$97.63 - $104.12 $619,852 - $661,057
6,349 Added 33.4%
25,357 $2.5 Million
Q2 2021

Nov 02, 2021

BUY
$91.95 - $98.47 $1.28 Million - $1.38 Million
13,974 Added 277.59%
19,008 $1.87 Million
Q1 2021

May 11, 2021

BUY
$84.89 - $91.26 $427,336 - $459,402
5,034 New
5,034 $457,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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