Svb Wealth LLC Ishares, Inc. Ishares Esg Awar Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Svb Wealth LLC holds 13,372 shares of ESGE stock, worth $463,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,372

Holding current value

$463,473

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$33.39 - $37.66 $446,491 - $503,589	13,372 New	13,372 $446,000
Q1 2024 May 15, 2024	SELL	$29.99 - $32.59 $132,375 - $143,852	-4,414 Reduced 28.53%	11,056 $356,000
Q4 2023 Jan 30, 2024	SELL	$29.26 - $32.06 $30,020 - $32,893	-1,026 Reduced 6.22%	15,470 $495,000
Q3 2023 Oct 23, 2023	BUY	$30.17 - $33.62 $16,382 - $18,255	543 Added 3.4%	16,496 $499,000
Q2 2023 Jul 24, 2023	SELL	$30.3 - $32.81 $43,419 - $47,016	-1,433 Reduced 8.24%	15,953 $504,000
Q1 2023 May 12, 2023	BUY	$29.58 - $33.94 $220,548 - $253,056	7,456 Added 75.09%	17,386 $547,000
Q4 2022 Feb 10, 2023	SELL	$26.89 - $31.56 $122,887 - $144,229	-4,570 Reduced 31.52%	9,930 $298,000
Q2 2022 Aug 16, 2022	BUY	$31.92 - $38.05 $223,440 - $266,350	7,000 Added 93.33%	14,500 $468,000
Q1 2022 May 13, 2022	BUY	$33.66 - $41.37 $252,449 - $310,275	7,500 New	7,500 $275,000

Others Institutions Holding ESGE

# of Institutions

552

Shares Held

101M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.6M
Shares

$609 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$213 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.74M
Shares

$199 Million
0.65% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$196 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$183 Million
0.01% of portfolio

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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