A detailed history of Synergy Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,746 shares of ESGD stock, worth $211,579. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,746
Previous 2,896 5.18%
Holding current value
$211,579
Previous $228,000 1.32%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024

SELL
$75.63 - $84.89 $11,344 - $12,733
-150 Reduced 5.18%
2,746 $231,000
Q2 2024

Aug 05, 2024

BUY
$76.22 - $82.36 $220,733 - $238,514
2,896 New
2,896 $228,000
Q4 2023

Jan 19, 2024

BUY
$65.9 - $75.7 $181,290 - $208,250
2,751 New
2,751 $207,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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