Tria Gen Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 25,470 shares of ESGD stock, worth $2 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
25,470
Previous 25,470 -0.0%
Holding current value
$2 Million
Previous $2.01 Million 6.83%
% of portfolio
0.78%
Previous 0.84%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$76.22 - $82.36 $20,579 - $22,237
-270 Reduced 1.05%
25,470 $2.01 Million
Q1 2024

Apr 23, 2024
SELL
$73.39 - $80.18 $109,571 - $119,708
-1,493 Reduced 5.48%
25,740 $2.06 Million
Q4 2023

Jan 22, 2024
SELL
$65.9 - $75.7 $43,955 - $50,491
-667 Reduced 2.39%
27,233 $2.06 Million
Q1 2023

Apr 24, 2023
SELL
$66.27 - $72.39 $92,778 - $101,346
-1,400 Reduced 4.78%
27,900 $2 Million
Q4 2022

Feb 09, 2023
SELL
$55.83 - $67.96 $17,251 - $20,999
-309 Reduced 1.04%
29,300 $1.93 Million
Q3 2022

Oct 21, 2022
SELL
$55.75 - $67.2 $470,028 - $566,563
-8,431 Reduced 22.16%
29,609 $1.66 Million
Q2 2022

Jul 29, 2022
BUY
$61.64 - $74.67 $17,690 - $21,430
287 Added 0.76%
38,040 $2.39 Million
Q1 2022

Apr 29, 2022
SELL
$67.21 - $80.45 $133,008 - $159,210
-1,979 Reduced 4.98%
37,753 $2.78 Million
Q4 2021

Feb 09, 2022
BUY
$76.64 - $82.32 $535,636 - $575,334
6,989 Added 21.35%
39,732 $3.16 Million
Q3 2021

Nov 10, 2021
SELL
$77.09 - $82.48 $308 - $329
-4 Reduced 0.01%
32,743 $2.57 Million
Q2 2021

Aug 02, 2021
BUY
$76.82 - $82.21 $28,346 - $30,335
369 Added 1.14%
32,747 $2.61 Million
Q1 2021

Apr 26, 2021
BUY
$72.34 - $76.86 $88,761 - $94,307
1,227 Added 3.94%
32,378 $2.46 Million
Q4 2020

Feb 02, 2021
BUY
$61.15 - $73.67 $1.9 Million - $2.29 Million
31,151 New
31,151 $2.28 Million

Others Institutions Holding ESGD

# of Institutions
634
Shares Held
92.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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